We collect nonpublic personal information provided by you or obtained with your authorization. Personal information is information about you that is personally identifiable like your name, social security number, address, email address, or phone number, and that is not otherwise publicly available. We collect this information primarily to prepare your individual income tax returns and to provide individual tax planning to you.
How We Use Collected Information
Whether you are a current or former client, we do not disclose any nonpublic personal information obtained in the course of our professional services except as required or permitted by law. Permitted disclosures include, but are not limited to, providing information to our employees, agents, and unrelated third parties who need to know specific information to assist us in providing tax services to you (e.g., a tax services provider preparing your non-U.S. individual income tax return).
Professional Standards and Privacy
We retain records relating to professional services that we provide to you so that we are better able to meet your needs and comply with professional guidelines. In order to guard nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards as prescribed by the California Board of Accountancy and the American Institute of Certified Public Accountants.
Internal Revenue Code Section 7216 prohibits us from disclosing your individual income tax return information to affiliates and nonaffiliated third parties without your consent, other than for the specific purpose of preparing, assisting in preparing or obtaining and providing services in connection with the preparation of your individual income tax return.
Links to External Parties
We understand the importance of protecting children's privacy in today's environment of increased online activity. Our website is not intentionally designed for or directed at children under the age of 13. Our policy prohibits any and all actions to knowingly collect or maintain information about anyone under the age of 13, except as part of an engagement to provide professional services to you.