• We receive personal, non-public information about clients from the following sources:
  
• The personal tax data organizers which clients fill out and submit to us
• Originals or copies of financial forms and documents which clients provide to us
• Financial information provided to us by third parties at clients' instruction
• Any other communications or documents clients provide to us throughout the year
• Communications from the IRS and/or state agencies if so authorized by clients
  

No personal client or business information is ever disclosed to any person or organization except as required by law or as instructed by the client

Client information is seen only by individuals within Bottom Line Accounting & Consulting Services organization, who need the information in order to deliver the requested tax preparation and financial services to the client.

Client records are protected by physical and electronic safeguards and, when paper records are discarded, they are shredded to prevent disclosure of the contents.

This privacy policy will apply to all of that client's records, even if the client becomes inactive.

Please contact us if you have any questions concerning this financial privacy policy.

2008 Tax Organizer Package