To Our Valued And Individual Clients:
- Types of Personal Information We Gather
We are collecting personal information. Definitely, we will have that information if you will provide us and give us authorization to know all those things. Most of the time, the information we get are being used to prepare personal income tax return. Moreover, it can also provide financial and tax planning services to you only upon request.
- Parties to Whom Personal Information is Being Disclosed
As a general policy, sites are not allowed to disclose personal information of the current clients as well as past clients to anyone. But, as permitted by law as well as according to Code of Professional Conduct, several nonpublic personal details can be disclosed due to following reasons:
- To comply with enforceable subpoena and summons.
- As part of threatened and actual legal proceedings or any alternative dispute resolutions.
- To provide personal information to the affiliated firms as well as to nonaffiliated third parties.