Privacy Policy
Tax preparers, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Tax Preparers and CPA’s have been and continue to be bound by professional standards confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Non public Personal Information We Collect
We collect nonpublic personal information about you that is either provided to us by your or obtained by us with your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any non public personal information obtained in the course of our practices except as required or permitted by law.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical electronic, and procedural safeguards to comply with our professional standards.
Questions about your privacy
Please call if you have any questions, because your privacy, our professional ethics and the ability to provide you with quality financial services are very important to me.
The above notice must be provided to all new clients before acceptance of engagements and to continuing clients annually. Annual notification is included with all taxpayers (s) tax return copies.
165 Kelley Street, Manchester, NH 03102
603-231-7348
www.taxesbytracy.com
email: tracydavie@yahoo.com