Privacy

As your Enrolled Agent (EA), Tax Professional we collect:

  • Information provided by you from your tax organizer, worksheets, documents and discussions.
  • Information that we develop as part of the engagement

As your Enrolled Agent (EA), Tax Professional:

  • We are required to keep all information about our engagement confidential so we will not disclose any information about you unless we have your approval or required/permitted by law. This applies even if are not longer a client.

As your Enrolled Agent (EA), Tax Professional:

  • We are committed to safekeeping of your confidential information and we maintain physical, electronic, and procedural safeguards to protect your information.