Privacy Policy

This privacy policy sets out the basis on which any information that we collect from you, or that you provide to us, will be processed by us.

Privacy Policy

The Corporate Office focuses on implementing fair information practices that are designed to protect your privacy.

You may have some concerns about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

Terms of Use

a) The content of our Website is protected by trademark, copyright, database and other intellectual property rights and you acknowledge that the material and content supplied as part of our Website shall remain with us or our licensors. You may display the content of the Website on a computer screen or mobile phone screen, store such content in electronic form on disk (but not any server or other storage device connected to a network) or print one copy of such content for your own personal, non-commercial use, provided you keep intact all and any copyright and proprietary notices. You indemnify us that you will not otherwise copy, scrape, modify, reproduce or distribute or use for any purposes any of the materials or content on our Website. Any breach of this indemnity will result in court proceedings and reporting such instances to the police and other authorities.

b) We shall not be liable to you under or in connection with this Privacy Policy or any collateral contract including, but not limited to, the following:

i. loss of revenue;
ii. loss of contracts;
iii. loss of the use of money;
iv. loss of anticipated savings;
v. loss of business;
vi. loss of opportunity;
vii. loss of goodwill;
viii. loss of reputation;
ix. loss of, damage to or corruption of Data;

or any indirect or consequential loss, in each case howsoever arising, whether such loss or damage was foreseeable or in the contemplation of the parties and whether arising in or caused by breach of contract, tort (including proven negligence), breach of statutory duty or otherwise.

c) We do not exclude or limit in any way our liability to you where it would be unlawful to do so. This includes liability for death or personal injury caused by our proven negligence or the proven negligence of our employees, agents or subcontractors; for proven fraud or proven fraudulent misrepresentation; or any other liability which cannot be excluded or limited under applicable law.

d) We will have no liability to you for any loss of profit, loss of business, business interruption, or loss of business opportunity.

e) When you post information on our Website or our Social Media Websites, you must not infringe the rights of others (including but not limited to; any such contribution will being offensive, derogatory, defamatory, slanderous, libellous, unlawful, deliberately misleading, breach any moral rights, or breach a third party’s rights, trade mark or copyright and you will be liable to us and indemnify us for any breach of that warranty) and you should be aware that others may use, tag and/or re-publish your information in ways that you might not expect (including in ways that are unlawful). You understand that we and others may use and re-publish any Data you post online publicly, on our Website or our Social Media Websites.

f) You indemnify us against any costs (including reasonable legal expenses), loss, damage or liability suffered by us as a consequence of any breach of your obligations under this Privacy Policy or the enforcement of this Privacy Policy.

Data We Collect From You

With regard to each of your visits to our Website we will automatically collect the following Data:

Technical Data , including but not limited to; the Internet protocol (IP) address used to connect your computer to the Internet, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform; information about your visit, including the full Uniform Resource Locators (URL), clickstream to, through and from our Website (including date and time), pages you viewed or searched for page response times, download errors, length of visits to certain pages, page interaction information (such as scrolling, clicks, and mouse-overs), methods used to browse away from the webpage.

Profile Data includes your username, purchases or orders made by you, your interests, preferences, feedback and survey responses.

Usage Data includes information about how you use our Website, products and services.

Data we receive from other sources. This is Data we receive about you if you use any of the other websites we operate or the other services we provide. In this case we will have informed you when we collected that Data if we intend to share those Data internally and combine it with Data collected on this Website. We will also tell you for what purpose we will share and combine your Data. We are working closely with third parties (including, for example; business partners, sub-contractors in technical, payment and delivery services, advertising networks, analytics providers, search information providers, credit reference agencies).

Data on your preferences. We may hold Data on interests and demographic categories inferred from your interactions with us in order to provide you a better service and to provide you with more focused information. When you use our Website, we receive the URL of both the site you came from and the one you go to next. We also get Data about your IP address, proxy server, operating system, web browser and add-ons, device identifier and features, and/or ISP or your mobile carrier. If you use our Website from a mobile device, your device will send us Data about your location. Most mobile devices allow you to prevent location Data from being sent to us if you set it.

Marketing and Communications Data includes your preferences in receiving marketing from us and our third parties and your communication preferences. In relation to emails we send you, we may collect Data on how you respond to such emails, for example, the number of times the email is opened or the links in them are clicked.

We also collect, use and share Aggregated Data such as statistical or demographic Data for any purpose. Aggregated Data could be derived from your personal Data but is not considered personal Data in law as this Data will not directly or indirectly reveal your identity. For example, we may aggregate your Usage Data to calculate the percentage of users accessing a specific Website feature. However, if we combine or connect Aggregated Data with your personal Data so that it can directly or indirectly identify you, we treat the combined Data as personal Data which will be used in accordance with this Privacy Policy.

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric Data). Nor do we collect any information about criminal convictions and offences.

b) If you fail to provide personal Data:

Where we need to collect personal Data by law, or under the terms of a contract we have with you, and you fail to provide that Data when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide you with goods or services). In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.

(c) We use different methods to collect Data from and about you including through:

Direct interactions. You may give us your Identity, Contact and Financial Data by filling in forms or by corresponding with us by post, phone, email or otherwise. This includes personal Data you provide when you:

1. apply for our products or services;

2. fill in a form on our Website;

3. subscribe to our service or publications;

4. request marketing to be sent to you;

5. enter a competition, promotion or survey; or

6. give us feedback or contact us.


Questions, comments and requests regarding this Privacy Policy are welcomed and should be addressed to

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