Privacy Policy

Capstone Tax & Accounting Inc. implements fair information practices that are designed to protect your privacy.

You may be worried about the confidentiality of the personal financial information that you might provide us. Rest assured, it is our policy to protect the privacy of your personal and business matters to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

Regulations issued by the Federal Trade Commission require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

We handle all the information you provide us with the utmost confidentiality. Your personal information is only shared with members of our firm who need to know this information in order to complete the work you hired us for. We do 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. For example, if a mortgage lender contacts us for a copy of your tax return or information about it, we will ask that you provide us with written permission before we respond to that request.

Please be aware, anything you tell us during interviews for preparing your tax return is confidential, however, that information is not protected from the IRS. Communications protected from IRS authority to compel our testimony, or privileged communications, are limited to non-criminal tax advice about matters before the IRS, or non-criminal tax proceedings in federal courts. While we do consider any information you provide us as confidential, tax return preparation interviews are not covered by advisor-client privilege.

If you feel your information requires protected communications, please let us know so that we can discuss your possible need to consult with an attorney for legal advice.