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The purpose of this notice is to keep you informed of the policy of Bradley Kirschner PC on the privacy of your tax and financial information and records. Federal law requires this notification by tax return preparers. As your CPA, I collect information required for the preparation of you tax return. I obtain this information from the data you provide in your tax organizer, worksheets and other documents. I also collect information though discussion with you, and I may develop additional information from other sources. As your CPA, I keep all information about our engagement confidential. I do this and have always done this as a part of my commitment to you, and in response to the Codes of Professional Conduct of the American Institute of Certified Public Accountants and the Washington State Board of Accountancy. I will not disclose any information about you unless I have your approval, or am required to by law. This applies even if you are not longer a client.
There are three exceptions where minimal information is available to people other than the principals and staff of Bradley Kirschner PC:
I use computer software to perform the final computation and printing of your tax return. This software is supplied by a third party vendor. Your name and tax identification number may be released to that vendor for processing authorization and billing purposes. No other client information is available to the vendor.
I participate in a system of peer review, where I engage another CPA firm to review my policies and practices to ensure my work conforms to professional standards. This review requires access to selected client files. A peer review is required by the standards of the Accounting Profession and the rules of the Washington State Board of Accountancy.
Where a tax return is filed electronically, complete tax return information is transmitted to a computer service bureau, who in turn submits the information to the taxing authorities. The service bureau is obligated not to disclose the information to third parties or to use the information in any other way.
As your CPA I am committed to the safe keeping of your information, and I maintain physical, electronic and procedural safeguards to protect your information. As implied above, this statement clarifies the policies I have always maintained for the confidentiality of my clients’ information.
Security of Client Information