When you’re handing over your account or tax records to a professional, you may be nervous about the confidentiality of the personal and financial information you provide. At Insogna CPA, it is our policy to keep your personal and business matters confidential to the extent permitted by law.
Within the firm, your personal information will only be shared with teammates 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. We will ask that you provide written permission prior to our responding to any requests.
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 let us know so that we can discuss if you need to consult an attorney for legal advice.