NOTICE OF PRIVACY PRACTICES
Untracht Early LLC and its affiliates have always been committed to maintaining client confidentiality. We appreciate this opportunity to clarify our privacy practices for you.
Types of Information We Obtain:
Much of the nonpublic personal financial information about you that we obtain is provided by you or obtained by us with your authorization for the purpose of preparing your personal income tax returns as well as providing accounting and consulting and other professional services.
Examples of Sources from which We Obtain Information:
- CLIENT INTERVIEWS, TAX RETURN ORGANIZERS, AND OTHER QUESTIONNAIRES: To properly prepare your income tax return or provide accounting and consulting services, we receive information from you. This information is collected from you in written form, by phone, online, by mail and in personal interviews and consultations conducted by us, as well as by information we collect from others with your authorization.
- TRANSACTION INFORMATION: This is information about your transactions with us and our affiliates, and includes information necessary for billing and payment for our income tax preparation, accounting, and consulting and other professional services, as well as all correspondence between you and us. Transaction information would also include your payment history with us, billing records, and any collection effort engaged in by us for payment of services rendered to you.
Parties to Whom We Disclose Information:
We do not disclose any nonpublic personal financial information about our clients or former clients to our affiliates or to nonaffiliated third parties except as permitted by law and by the Code of Professional Conduct of the New Jersey or other state societies of Certified Public Accountants (State Societies), applicable State Boards of Accountancy, and the American Institute of Certified Public Accountants (AICPA).
General Restrictions on Disclosure of Nonpublic Personal Financial Information to Affiliates and Nonaffiliated Third Parties
As tax preparers, we are prohibited by Internal Revenue Code Section 7216 from disclosing your income tax return information 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 an income tax return for you. Furthermore, as a member of the State Societies engaged in income tax preparation, we are generally prohibited from disclosing confidential client information about you to affiliates and nonaffiliated third parties without your specific consent.
Confidentiality and Security of Nonpublic Personal Financial Information
We restrict access to nonpublic personal financial information about you to those employees and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by our employee code of conduct, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. Employees disclose this information to nonaffiliated third parties only as authorized by you or for a specific business purpose. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your nonpublic personal financial information.