PURPOSE

This policy is intended to inform you of how we use your tax return information, how tax return information can be used, the consents that must be given to us by you and what the Federal Law requires us to disclose.

HOW WE USE TAX RETURN INFORMATION

We use your tax return information to process and e-file, or mail paper copy tax returns to the Internal Revenue Service (I.R.S.), state governments, and/or local governments on your behalf. We use contact information to create client accounts with our accounting and customer relationships management software (C.R.M). WE DO NOT use your tax return information for 1) marketing purposes, other than to disclose products or services that are included in your tax preparation fees; 2) to sell, rent or share to third-party companies other than those required to process your tax return (our tax preparation software, and/or bank products if applicable); 3) for any other reason than what was  listed in the above statement.

FEDERAL LAW SECTION 7216 OF THE INTERNAL REVENUE SERVICE

Federal law requires those who are in business that engage in the preparation of tax returns for compensation, who wish to use tax return information for purposes other than the preparation and processing of tax returns, to receive consent from each client, including a listed spouse. Unless authorized by law, or by you providing us consent, we cannot use your tax return information for purposes other than preparing and processing a tax return.