We hope that by taking a few moments to read this policy, you will have a better understanding of how we strive to protect the information you entrust to us. 

Types of Information We Collect
We collect certain personal information about you – but only when it is provided by you or is obtained with your permission.

Parties to Whom We Disclose Information
As a general rule, we do not disclose nonpublic personal information about our clients or former clients to anyone.  However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed to comply with a validly issued and enforceable subpoena or summons, or to allow us to render appropriate services to you.

Confidentiality and Security of Your Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you.  We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

Other Product Solicitation
We do not solicit any services other than the services you ask us for.  


TAX PREPARATION, REVIEW, CONSULTATION SERVICES                                                                  
We will prepare your federal and/or state income tax returns in accordance with the appropriate income tax laws. We will use our judgment in resolving questions where the law is unclear, or where there are conflicts between tax authorities’ interpretations of the law and other supportable positions. Unless otherwise instructed by you, we will resolve such questions in your favor whenever possible. 

It is your responsibility to provide us with all the information needed to prepare complete and accurate returns. We will not audit or otherwise verify the data you submit, although we may ask for clarification. Any advice given to you during consultation or review has been provided based on the information you have given us at that time; advice should never be shared with others as it is particular to your marital status, tax bracket, withholding and allowance, personal or business deductions, etc.  

Your returns are subject to examination by the taxing authorities. In the event of an audit, you may be requested to produce documents, records, or other evidence to substantiate the items of income and deduction shown on a tax return. If an examination occurs, we will represent you if you so desire; however, these additional services are not included in our fee for preparation of your returns. 

Although we are available to provide you with tax planning advice, we are not obligated to do so unless you specifically request it. Our policy is to put all tax planning advice in writing. Therefore, you should not rely on any unwritten advice because it may be tentative and not yet fully reviewed.

Certain communications involving tax advice between you and our firm may be privileged and not subject to disclosure to the IRS. By disclosing the contents of those communications to anyone, or by turning over information about those communications to the government, you may be waiving this privilege. To protect your rights, please consult with us or your attorney prior to disclosing any information about our tax advice. 


If it is found that Personal Accountant Inc made an error in the preparation of your tax return we will respond to the tax authorities and/or prepare an amendment for you at no additional cost, and we will file an insurance claim for the penalties & interest (P&I) on your behalf, if incurred due to our mistake. Or we will issue a credit for tax preparation. Personal Accountant Inc is not responsible for any items omitted from your tax return if the items or documents were not provided by you at the time of preparation. Any notices, requests, or adjustments by the tax authorities due to your omissions on your tax return if corrected by us will be an additional cost to you



Payment is due when services are rendered. Terms: A 12% per year (1% per month) service charge is applied to any past due balances. A $30 ISF fee is applied for returned checks. In the event this account becomes delinquent and is placed into the hands of an attorney or a licensed collector for collection, customers will be accessed in addition to the amount of said account and interest, all cost of collection at 100% of the outstanding balance including a reasonable attorney's fee up to the amount referred.