Pillar CPAs & Business Advisors values your business and your trust. Although we collect your nonpublic personal information when you provide it to us, or we obtain it with your authorization, we take our responsibility seriously to safeguard your privacy - because this information truly belongs to you at all times.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic personal information to third-parties obtained in the course of our practice except as required or permitted by law, including, for example, to law enforcement officials and regulators, in response to subpoenas, and to prevent fraud. A third-party is any person or company other than you, the client. Permitted disclosure also includes providing information to our employees.
This means we do not disclose your identity, income, net worth, tax liabilities, or other protected information to the Internal Revenue Service, state tax authorities, unmarried partners, friends, relatives, real estate agents, mortgage brokers, banks, or any other person or company without your authorization.
We may employ the use of a third-party contractor or service provider, such as a software vendor, to assist us in the preparation of our products and services, however they will either be contractually obligated to safeguard your information or will have been verified to have compliant security and privacy practices in place if an explicit contract is not feasible.
Protecting the Confidentiality and Security of Current and Former Clients' Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and to comply with federal and state laws. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that are compliant or exceed any applicable laws or requirements that we are subject to as a Financial Institution.
How to Authorize Disclosure or Opt Out
You may authorize the disclosure of certain tax return information to third-parties of your choice, however your permission must be obtained through IRS Form 8821 Tax Information Authorization.
Current and former clients may request in writing that we no longer collect, share or retain their personal information, however this may limit the extent to which we can adequately provide our professional services to them. The law may also mandate that we keep records for a certain period of time. Consent to the collection of your information will be assumed unless we receive written notice within 30 days of the receipt of this policy.
What To Do in the Case of Unauthorized Disclosure
If you suspect that your accountant or tax preparer has disclosed your nonpublic personal information without your explicit authorization, you may contact the IRS Criminal Investigation Division at (800) 829-0433. You may also want to seek legal counsel.