The Tax Complex Privacy Policy

Providers of personal financial services, including tax preparers, are now required by law to inform their clients of their policies regarding privacy of client information. We comply with all regulations and follow industry best practices to safeguard sensitive client information.

Nonpublic Information

The nonpublic information we collect about you is either provided by you or obtained with your authorization.

Parties to whom we disclose information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

Protecting the confidentiality and security of current and former clients’ information

We retain records relating to professional services provided in order to better assist with your individual and business needs, and in some cases to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please contact our office with any questions or concerns. We are committed to the highest standards of privacy and confidentiality.