Privacy Policy

Acorn Bookkeeping & Tax LLC focuses on implementing fair information practices that are designed to protect your privacy.
computer data production privacy lock on keyboard

You may have some concerns about the confidentiality of the information you provide to this office. It is my 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 my policy:

I handle all information you provide with the utmost confidentiality. Your personal information will only be shared with members of my firm who need to know this information in order to complete the work you have hired my firm to do. This includes:

  • Hosting providers for the secure collection, storage, and transmission of your data,

  • Tax software, bookkeeping/accounting software, and email providers,

  • Legal and compliance consultants, such as external counsel, external auditors, tax consultants, or IT providers,

  • Payment solution providers for the secure processing of payments you provide to me.

I will not disclose your personal information to anyone outside my firm without your express written permission to do so, or unless I am legally required to do so. For example, if a mortgage lender contacts my office for a copy of your return or information about it, I will ask that you provide written permission prior to responding to that request.

You should also be aware that anything you tell me 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 my testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although I consider any information you provide me 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.