NOT2TAXING
PRIVACY POLICY
It
is the policy of Not2Taxing to keep all information that we collect
from clients confidential from all sources. We restrict access
to all nonpublic personal information about clients to members
of our staff who need to know that information to provide services
to you.
We
do collect nonpublic personal information about you from the
following sources:
- Information
we receive from you on tax preparation organizers, worksheets,
Federal and State tax reporting forms, and from other documents
we use in tax preparation or other financial and related services.
- Information
about your transactions with us, our affiliates, and others.
- Information
we may receive from outside agencies such as banks and brokerage
houses.
We
do not disclose any nonpublic personal information about our
clients or former clients, except as permitted, required or approved
by you in writing as listed below:
- Requirements
to comply with Federal, state or local law.
- Requirements
to comply with National, State or local licensing rules.
- Requirements
to disclose information in response to legal subpoenas.
- Items
you permit or request us to disclose, as authorized by you
in writing.
- Information,
which you authorize us to disclose by signing an engagement
letter, to electronically file your tax return, if applicable.
- Information,
which you authorize us to disclose by signing an engagement
letter, that discloses that you are our client, without disclosure
of any financial or other personal information.
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