Privacy Policy
PRIVACY
POLICY
Your privacy is important to us. At Marc M Radin, P.C., CPA's,
we are committed to your privacy and retaining your trust. We
respect your right to keep your personal information
confidential and to avoid unwanted solicitations. Please read
this to learn how we handle your personal information.
Types of Information
We Collect: We collect non-public personal information
that is provided by you or obtained by us with your
authorization to prepare your personal income tax returns and
provide personal financial planning to you.
Examples of Sources
from Which We Collect Information:
Client Interviews, tax
return organizers, financial planning organizers, and financial
history questionnaires: To properly prepare your income
tax return and provide financial planning services, we receive
information from you to complete your tax return or financial
plan. This information is collected from you in written form,
by phone, on-line, by mail and in personal interviews and
consultations conducted by us, as well as by information we
collect from others with your authorization.
Transaction
information: This is information about your transactions
with us and includes information necessary for billing and
payment for our income tax preparation and financial planning
services, as well as all correspondence between you and us.
Transaction information would also include your payment history
with us, billing records and any collection effort engaged in
by us for payment of services rendered to you.
Parties To Whom We
Disclose Information: We do not disclose any non-public
personal information about our clients or former clients to our
affiliates or to non-affiliated third parties except as
permitted by law, the Code of Professional Conduct of the New
Jersey Society of Certified Public Accountants (NJSCPA) and
Ethics Rulings of the American Institute of Certified Public
Accountants (AICPA). Non-public personal information about you
and our former clients may be disclosed to both our affiliates
and non-affiliated third parties as permitted by law, our Code
of Professional Conduct, and Ethics Rulings of the AICPA, as
follows:
1. Complying with a validity issued and enforceable subpoena or
summons
2. In the course of a review of our firm’s practices
under the New Jersey State Board of Accountancy
authorization
3. Initiating a complaint or responding to an inquiry made by
the Professional Conduct Committee of the NJSCPA, the ethics
division or trial board of the AICPA or duly constituted
investigative or disciplinary body of another State CPA Society
or Board of Accountancy.
4. A review of a professional practice in conjunction with a
prospective purchase, sale or merger of all or part of our
practice, provided that we take appropriate precautions (for
example, through a written confidentiality agreement) so the
prospective purchaser does not disclose information obtained in
the course of the review.
5. Participating in actual or threatened legal proceedings or
alternative dispute resolution proceedings either initiated by
or against us, provided we disclose only the information
necessary to file, pursue or defend against the lawsuit, and
take reasonable precautions to ensure that the information
disclosed does not become a matter of public record.
6. Providing information to affiliates of the firm and
non-affiliated third parties who perform services or functions
for us pursuant to a third party or affiliate from disclosing
or using the information other than for the purposes for which
the information was disclosed (for example, using an outside
service bureau to proceed clients’ tax returns, or using
a records-retention agency to store clients’
records).
General Restrictions
on Disclosure of Non-Public Personal Information to Affiliates
and Non-Affiliated Third Parties: As tax preparers, we
are prohibited by the Internal Revenue Code Section 7216 from
disclosing your income tax return information without your
consent, other than for the specific purpose of preparing,
assisting in preparing or obtaining and providing services in
connection with the preparation of an income tax return for
you. Furthermore, as a member of the NJSCPA engaged in income
tax preparation or financial planning, we are generally
prohibited from disclosing confidential client information
about you to affiliates and non-affiliated third parties
without your specific consent. (See exceptions under heading
"Parties To Whom We Disclose Information".)
Confidentiality and
Security of Non-Public Personal Information: We restrict
access to non-public personal information about you to those
employees and other parties who must use that information to
provide services to you. Their right to further disclose and
use the information is limited by (our employee code of
conduct, if applicable), applicable law, our Code of
Professional Conduct and non-disclosure agreements where
appropriate. We also maintain physical, electronic, and
procedural safeguards in compliance with applicable laws and
regulations to guard your non-public personal information.
Sincerely,
Marc M. Radin CPA
President