Privacy Policy

In regards to Accounting, Tax Return Preparation, Tax Advice, Tax Extensions, Taxpayer Representation, and other accounting and/or tax-related services/matters:


Categories of Information We Collect:

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax preparation worksheets/organizers, other documents we use in preparing your accounting documents and/or tax returns, or other forms;

    • Information about your transactions with us or others; and,

  • Possibly information we receive from a consumer reporting agency.

 

Categories of Information We Disclose and Parties to Whom We Disclose:

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law or authorized by you. If you request your tax return(s) to be electronically filed, we do use a third party to transmit your returns to the Internal Revenue Service and Missouri Department of Taxation and other state taxing agencies, and by so requesting, you are authorizing us to release information to those agencies and third party processors. If you authorize us as a Third Party Designee, you are authorizing us to release information about your tax return and its preparation to taxing authorities.

Please note: If you would like for us to be able to discuss your tax information with anyone other than yourself (e.g., a family member or others), please ask for a Release Form. We are prohibited by law from discussing your information with anyone other than the taxpayer(s) and others you authorize.

 

Confidentiality and Security:

We restrict access to nonpublic personal information about you to those officers, directors, and employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic information.

 

In regards to Information Collected On-line:

Categories of Information We Collect:

There are no pages on this site on which you may order products or submit information about other people.

E-mail links are provided to allow you to contact us via e-mail. Your e-mail address and any information you provide will appear in that e-mail.

Non-identifying and aggregate information is collected in the form of web server logs, which collect the IP addresses of visitors, the files they access, and the types of operating systems and web browsers they use.

Terms Of Use

How We Use This Information:We use your return e-mail address and the content of your e-mail to respond to your e-mail query. Such e-mails are filed, but the addresses and content you provide are not used for any other purpose.

We use non-identifying and aggregate information to better design our web site. We do not disclose anything that could be used to identify individuals.

Finally, we never use or share the personally identifiable information provided to us via e-mail or collected by aggregate reporting services in ways unrelated to the ones described above.
Our Commitment to Data Security:To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, we have ensured that appropriate physical, electronic, and managerial procedures safeguard and secure the information we collect via e-mail and web server records.


Our Commitment to Children's Privacy:
Protecting the privacy of the very young is especially important. For that reason, We never collect or maintain information at our web site from those we actually know are under 13, and no part of our web site is structured to attract anyone under 13.