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 or business 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

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.

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 employees and other parties that may 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 non-affiliated 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.