Your Privacy is Important!
At Cornerstone Tax Service, Inc. we value the confidence you have put in us and we want to assure you that your personal information is kept confidential. As an accounting firm, we adhere to the highest levels of ethical and professional standards to protect the confidentiality of your private information.
This Privacy Policy summarizes what information we collect about you, the limited instances when we share it with others, and how we protect your privacy.
Types of Personal Information We Collect
In order to meet your needs during the preparation of your tax returns, tax and financial planning, and tax compliance engagements, we collect various types of personal information about you from the following sources:
We may share your personal information with our affiliates to aid in providing tax and financial planning solutions and opportunities to you. We DO NOT share personal information with unaffiliated third parties without your express consent, except as required by law and described below:
The confidentiality and security of your personal information is of the utmost importance to us. We maintain a strict level of physical, electronic, and procedural safeguards to guard your information. In doing so, we restrict access to your personal information to those employees who need to know that information to provide services to you and to the aforementioned support service companies. Those companies are, in turn, legally and contractually bound to maintain the privacy of any and all information shared. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations. Should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.
Our Pledge to You
Our professional and ethical obligations and responsibilities demand the highest regard toward the confidentiality of your personal information and security of your privacy. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such a manner as to always maintain your trust and confidence. Please contact our office is you should have any questions regarding this policy.
At Cornerstone Tax Service, Inc. we value the confidence you have put in us and we want to assure you that your personal information is kept confidential. As an accounting firm, we adhere to the highest levels of ethical and professional standards to protect the confidentiality of your private information.
This Privacy Policy summarizes what information we collect about you, the limited instances when we share it with others, and how we protect your privacy.
Types of Personal Information We Collect
In order to meet your needs during the preparation of your tax returns, tax and financial planning, and tax compliance engagements, we collect various types of personal information about you from the following sources:
- Information that we receive from you when we meet, or that you provide over the telephone, when you send us information via the mail or, email, or fax, on worksheets and documents you provide for use during your tax preparation or in providing other services for you. This may include your name, address, date of birth, social security number, income sources as well as sources of investments, and other tax and financial attributes about you.
- Information about your transactions with us, our affiliates, or others. This type of information may include investment allocations and performance, investment objectives, and account balances.
- Information we receive from you, or send to you, at your request if you contact us online. We will retain the information you provide us to deliver email messages to you, or others on your behalf (i.e., your financial planner or mortgage lender). We will retain the content of your email messages, your email address, and our subsequent response to you.
We may share your personal information with our affiliates to aid in providing tax and financial planning solutions and opportunities to you. We DO NOT share personal information with unaffiliated third parties without your express consent, except as required by law and described below:
- The law permits disclosure in certain instances, such as if we must share information to protect against fraud or to protect against credit risk, in response to a court subpoena, and share with others who may be assisting us in compliance with professional standards, or those who assist us in providing tax preparation and other services to you.
- We may also share any, or all, of the information we collect, as described above (except for consumer reporting agency information) with nonaffiliated third parties that perform other support and marketing services on our behalf, such as outside data processing, tax preparation, and mailings. For your protection, our agreements with these entities require that they also keep your personal information in the strictest of confidence, just as we do.
The confidentiality and security of your personal information is of the utmost importance to us. We maintain a strict level of physical, electronic, and procedural safeguards to guard your information. In doing so, we restrict access to your personal information to those employees who need to know that information to provide services to you and to the aforementioned support service companies. Those companies are, in turn, legally and contractually bound to maintain the privacy of any and all information shared. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations. Should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.
Our Pledge to You
Our professional and ethical obligations and responsibilities demand the highest regard toward the confidentiality of your personal information and security of your privacy. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such a manner as to always maintain your trust and confidence. Please contact our office is you should have any questions regarding this policy.
HoursM-F: 8:30am - 4:30pm
During Off-Season |
Telephone815-464-8005
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