Copyright © 2020 Berman and Sons, LTD.
Web Privacy and Security Policy
Federal law mandates that, as our client, we must make you aware of a law protecting the privacy of individuals. Our firm respects and maintains the confidentiality of our client. In compliance with the law, we inform you that we collect nonpublic, personal information about you from the following sources:
Information we receive from you on tax preparation worksheets and other
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except when instructed to do so by clients, or as necessary for electronically filing your tax return, or as permitted or required by law.
We will not fax or mail duplicate copies of your tax return, or related data, to anyone without your express permission. We reserve the right to withhold the faxing or mailing of information until proper authorization is received.
Access to nonpublic personal information is restricted to those professionals necessary for providing accounting and tax services including copying, assembling, filing, and distribution. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. All staff members sign a nondisclosure agreement each year.
Your confidence in us is very important and we want you to know that your personal and tax information is safe. If you have any questions or concerns, please contact us at 815-439-8000.