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.
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.
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.
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).
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.