Tax Gator

Privacy Policy

Welcome to The Tax Gator

Enroll with us and increase your tax refund

You may have some concern about the confidentiality of the knowledge you provide to the present office. it’s our policy to stay your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and see Regarding Advisor-Client Privileged Communications.

The Federal Trade Commission has issued regulations that need tax preparation firms to supply an annual statement of firm privacy policies.

Our Policy

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who got to know this information so as to finish the work you’ve got hired our firm to try to to .
We will not disclose your personal information to anyone outside our firm without your express written permission to try to to so, or unless we are legally required to try to to so.
For example, if a mortgage lender contacts our office for a replica of your return or information about it, we’ll ask that you simply provide written permission before our responding thereto request.
You should even be aware that anything you tell us during the interview for the preparation of your income tax return is confidential, but not shielded from the IRS.
Privileged communications (those that are shielded from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts.
Although we consider any information you provide us as confidential, return preparation engagements aren’t covered by advisor-client privilege.
If you are feeling the character of any material to be discussed requires protected communications, please raise that issue in order that we will discuss your possible got to consult an attorney for legal advice.

 

Referrals are the cornerstone of any service business. This firm, like other professional service firms, relies on satisfied clients because the primary source of latest business.
Your referrals are both welcome and most sincerely appreciated!
Since your referrals are generally individuals you’re well familiar with , you’ll be assured that your personal, financial and tax data won’t be shared with them.

 

When you refer clients here, you’re expressing your faith and confidence within the services this office has and can still provide to you.
You may have business associates who need professional tax assistance or family and friends who struggle to try to to their own taxes per annum .
No matter whom you refer, be assured that their individual tax needs are going to be taken care of within the same professional manner you’ve got been.

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