Discussion:Privacy Policy Statement for Clients
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Smfbookkeeping (talk|edits) said: | 1 September 2006 |
| Where can I find a generic privacy policy to include with my client's tax returns? I just came back from the IRS seminars in Las Vegas and that was said to be required. | |
| 1 September 2006 | |
| Sec. 7216 will give you a clue. Also, Reg. 301.7216-1 | |
| 4 September 2006 | |
| Following is the privacy policy disclosure I include in the engagement letter I send with the tax organizers to each client. Hope it is helpful.
PRIVACY POLICY DISCLOSURES CPA's are required by law to inform their clients of their policies regarding privacy of client information. Types of Nonpublic Personal Information I collect nonpublic personal information about you that is provided to me by you or obtained by me with your authorization. Parties to Whom I Disclose Information For current and former clients, I do not disclose any nonpublic personal information obtained in the course of my practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to my employees (including contract seasonal employees), and in a limited situations, to unrelated third parties who need to know that information to assist me in providing services to you. In all such situations, I stress the confidential nature of the information being disclosed. Protecting the Confidentiality and Security of Client Information I retain records relating to professional services that I provide so that I am better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, I maintain physical, electronic and procedural safeguards that comply with my professional standards. | |
| 4 September 2006 | |
| This is a copy of the My Private Policy that is included with the clients copy of their tax return.
My Privacy Policy Tax preparers, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. I have always protected your right to privacy. I collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
I do not disclose any nonpublic personal information about you to anyone, except as permitted by law. If you decide to close your account(s) or become an inactive customer, I will adhere to the privacy policies and practices as described in this notice. I restrict access to your personal and tax information to those who need to know that information to provide or services to you. I maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. Your confidence in me is important and I want you to know that your personal and tax information is safe. If you have any questions or concerns, please contact me. | |
Michaelstar (talk|edits) said: | 4 September 2006 |
| These privacy policy's are required to be given to your client's annually. Your tax software may also have a generic policy that could be included with your tax organizers. That is when I send mine out as well- on 12/31 every year. I do not use the one provided by the tax software but I would have a hard time pasting mine in here - it is on another computer all together. | |
| 20 October 2006 | |
| Resurrecting an old thread. I read this couple of days ago.
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| 20 October 2006 | |
| Thank you so much for that info Jd. It's a pain in the butt to and a waste of paper to send out those notices that just get thrown in the trash. | |
