Privacy Policy

Parties To Whom I Disclose Information:

1. Participating in actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against me, provided I disclose only the information necessary to file, pursue, or defend against the lawsuit, and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
2. Providing information to affiliates of the firm and nonaffiliated third parties who perform services or functions for me pursuant to a contractual agreement which prohibits the third party or affiliate from disclosing or using the information other than for the purposes for which the information was disclosed: for example, using the outside service bureau to process clients’ tax returns, or using a records-retention agency to store clients’ records.

General Restrictions on Disclosure of Nonpublic Personal Information to Affiliates and Nonaffiliated Third Parties

As a tax preparer, I am prohibited by Internal Revenue Service Code Section 7216 from disclosing any income tax return information without your consent, other than for the specific purpose of preparing, assisting in preparing or obtaining and providing services in connection with the preparation of an income tax return for you. Furthermore, as a member of the NJSCPA engaged in income tax preparation or financial planning, I are generally prohibited from disclosing confidential client information about you to affiliates and nonaffiliated third parties without your specific consent. (See exceptions under heading “Parties to whom I disclose information”).

Confidentiality and Security of Nonpublic Personal Information

I restrict access to Nonpublic Personal Information about you to those employees and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by (my employee code of conduct if applicable), applicable law, my Code of Professional Conduct and nondisclosure agreements where appropriate. I also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your Nonpublic Personal Information.