You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.
Guarding your privacy
- What personally identifiable information of yours or third party personally identifiable information that is collected
- The organization collecting the information
- How the information is used
- With whom the information may be shared
- What choices are available to you regarding collection, use and distribution of the information
- The kind of security procedures that are in place to protect the loss, misuse or alteration of information under Protax control
- How you can correct any inaccuracies in the information.
If you have questions or concerns regarding this statement, please contact firstname.lastname@example.org.
Client Information, Privacy Policies
The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:
We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.
Notice Regarding Advisor-Client Privileged Communications
You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.
If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.
Referrals are Welcome
Referrals are the cornerstone of any service business. This firm, like other professional service firms, relies on satisfied clients as the primary source of new business. Your referrals are both welcome and most sincerely appreciated!
Since your referrals are generally individuals you are well acquainted with, you can be assured that your personal, financial and tax data will not be shared with them.
An Expression of Confidence
When you refer clients here, you are expressing your faith and confidence in the services this office has and will continue to provide to you.
You may have business associates who need professional tax assistance, or family and friends who struggle to do their own taxes every year. No matter whom you refer, be assured that their individual tax needs will be looked after in the same professional manner you have been.
Thank you for allowing this firm to be of service.
Protax Consulting Services (Protax) has created this privacy statement in order to demonstrate our strong, ongoing commitment to your privacy. The following are our information gathering and dissemination practices.
We use your IP address only to help diagnose problems with our servers and administer our web site. We do not track your IP address as matched to any personal information.
The Protax site does store â€śCookiesâ€ť on your computer to manage your use of our website.
Protax sometimes supplements the information that you provide with information that is received from third parties, such as financial institutions (e.g., Forms 1099).
We give users the opportunity to opt-out of receiving communications from us at any time. The following options are available for removing your information from our database, so as not to receive future communications or to no longer use our services.
- You can send email to email@example.com.
- You can send mail to us at:Protax Consulting Services
Seven Penn Plaza,
New York, NY 10001
- You can call us at (212) 714-9070
Notification of Changes
Links to Other Sites
The Protax web site contains links to other sites. This privacy statement is for the sole use and purpose of Protax. Please be aware that Protax is not responsible for the privacy practices of such other sites. We encourage you to read the privacy statements of each and every web site that collects your personally identifiable information.
If you have any questions about this privacy statement, the practices of this site, or your dealings with this web site, you can contact: firstname.lastname@example.org.
Member and Featured Faculty of
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
- NYSSCPAâ€™s 100% Membership Program
- Association of International Tax Consultants, U.S. Member
- CCH Wolters Kluwer Faculty
- Lawline Faculty
- Furthered Faculty
- Strafford Faculty
- Clear Law Institute Faculty