My CPA Advisory and Accounting Partners is committed to protecting your privacy and the confidentiality of your information.
We are considered a financial institution under the Gramm-Leach-Bliley Act and therefore we are required to disclose our firm’s Privacy Policies and Practices to all of our clients.
In order to provide the services for which you engage us, we collect non-public information from you from the following sources:
- Information we receive from you directly on applications, financial statements, tax preparation organizers, tax returns, worksheets, and any other documents that you have provided us.
- Information we receive on documents from your employers, clients, financial and investment firms, creditors, lenders, mortgage companies, taxing authorities, charities, etc.
- Information we may receive verbally from your employers, clients, financial and investment firms, creditors, lenders, mortgage companies, taxing authorities, charities and others in response to our inquiries made on your behalf for additional information and/or clarification.
- Information we receive from other financial or legal professionals and any other reliable third parties on your behalf.
- Information about your transactions with us, our affiliates, or others.
- Information we may receive from consumer reporting agencies as authorized by you.
The personal information we collect varies depending on the services we provide to you. This may include your Social Security number and birthdate, details about your income and investment sources, account balances and payment history, as well as credit or debit card purchase information.
We prioritize the confidentiality of your non-public personal information. We do not disclose such information about our clients or former clients to any third party, except when permitted or requested by you, or when mandated by law. However, there are specific instances where limited disclosure may be necessary to fulfill the services you have engaged us for and to manage our firm effectively. These instances include:
- Business Services: in order to provide accounting, bookkeeping, consultation, excise tax compliance, financial statement compilation, payroll preparation/recording, payroll tax compliance and any other services offered by this Firm, we may utilize third party services or software which in some cases would require the disclosure of information to reliable third parties who are under Non-Disclosure Agreement to maintain your privacy and utilize the information only in the furtherance of the services being rendered. Included, but limited to only, would be Intuit/QuickBooks®, Intuit Pro-Series, SurePrep Software, and various Federal, State, and City governmental agencies.
- Income Tax Preparation: in order to provide IRS e-filing services, we transmit income tax returns to our software vendor who bundles and forwards e-filed returns directly to the Internal Revenue Service over secure computer connections. The vendor receives and returns to this Firm IRS acknowledgements and/or rejections of e-filed returns including error codes. Our vendor(s) are authorized by the IRS to perform this service and are required by the IRS and the Gramm-Leach Bliley Act to protect taxpayer information and to not use the data, information, tax returns in any other way.
- Statistical Analysis: periodically, we perform searches and other research on client data in order to identify issues of importance to our clients, clients who may have specific issues, or to improve the general marketing of the Firm, and to provide feedback on our performance. In the course of these activities, we may disclose limited (name, address) information to companies that perform management or marketing services on our behalf.
Access to your personal information is restricted to those members of this Firm who need to know that information in order to provide services to you. We maintain physical, electronic, and procedural safeguards to guard your personal information. This policy covers any information gathered through any means or method, including the collection of email accounts or website identifiers that you may provide us in order to send media notices.
Please note: If you would like for us to be able to discuss your tax information with anyone other than yourself and your spouse, (e.g., a family member or others), please ask us for an Official Release Form. We are prohibited by law from discussing your information with anyone unless we have express written authorization from you to do so.
Security
To prevent the unauthorized access to information, maintain data accuracy and integrity, and facilitate the proper usage of taxpayer information, we have ensured that the appropriate physical, electronic, and managerial procedures safeguard and secure the data and information we collect via e-mail and web server records.
Circular 230 Disclaimer
The information contained on this website, including articles and commentary, is not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer pursuant to Circular 230, from the U.S. Treasury Regulations governing tax practices.
Contact Us
If you have any questions about this Privacy Policy, please contact us at operations@yourmycpa.com.