Privacy Policy - JPN Services LLC

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You may have some concerns about the confidentiality of the information you provide to this office. It is the firm's policy to keep your personal and business matters confidential to the extent permitted by law.

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

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is the policy:

JPN Services LLC handles all information you provide them with the utmost confidentiality. It will not disclose your personal information to anyone outside the firm without your express written permission to do so, or unless it is legally required to do so. For example, if a mortgage lender contacts the office for a copy of your return or information about it, it will ask that you provide written permission prior to it responding to that request.

You should also be aware that anything you tell the firm during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel the firm's testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although the firm considers any information you provide it as confidential, return preparation engagements are not covered by advisor-client privilege.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that the firm can discuss your possible need to consult with an attorney for legal advice.