Recent News
07/14/10CLIENT PORTAL Select the link below to log into your Client Portal to access your tax returns Client Portal |
01/17/17CLIENT ORGANIZER The Client Organizer is available for download. Once open, you can select to print the pages that specifically apply to you. Download Client Tax Organizer |
Frequently Asked Questions (FAQ) |
Privacy Policy Your privacy is important to us and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. We hope that by taking a few moments to read our privacy policy, you will have a better understanding of what we do with the information you provide to us and how we keep it private and secure. Types of Information We Collect We collect certain personal information about you, but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also use it to provide various tax and financial planning services to you at your request. Parties to Whom We Disclose Information As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situation: - To comply with a validly issued and enforceable subpoena or summons.
- In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.
- In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (i.e., through a written confidentiality agreement) so the prospective purchase or merger partner does not disclose information obtained in the course of the review.
- As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public records.
- To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other part, which prohibits them from disclosing or using the information other than for the purposes, for which it was disclosed. (Examples of such disclosures include using an outside service bureau to electronically file tax returns or engaging a records retention agency to store prior year’s records.)
Confidentiality and Security of Nonpublic Personal Information Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their rights to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction. Thank you for allowing us to serve your accounting and tax needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser, and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service to you. Respectfully, Craft Accounting Service, Inc. |