Privacy Letter

Notice of Privacy and Information Practices

We appreciate you as a valued customer, have a high regard with respect to your right to privacy and realize that you use our services because of your confidence in us. This notice explains what type of information we collect and how we protect your information.

Information We Collect About You

We collect certain personal information about you in order to prepare your tax returns. The information is either provided by you or obtained by our office with your permission. Among the sources from which we collect information are:

  • Interviews with you
  • Written communications from you
  • Prior tax returns or client organizers

We do not disclose any non-public information about you to anyone except as permitted by law and/or with your permission. Access to your files is restricted to those employees of our firm who need to know that information in order to provide services to you. We are trained and required to safeguard your information. We maintain strict physical, electronic, and procedural safeguards to protect your personal information. As required by law, we will notify you annually regarding our Privacy Policy.

We appreciate the opportunity to work with you and on your behalf. Please call us at 603-627-2970 if you have any questions  or if we can be of further service to you.

Annette St. Hilaire