Privacy Policy


Your privacy is very important to us.

For this reason, this privacy policy serves to notify you about the information we collect from you, how we collect it, and how it is shared.

We do collect information about you, including, but not limited to: your name, address, email address, telephone number, Social Security Number, number of dependants, income, and other tax / financial-related data.

We collect such information from you through the means / methods below:


Interviews

Interviews include phone / in-person interviews regarding your tax / financial situation.


Tax Preparation / Financial-Related Documents

Tax preparation documents include the Client Engagement Letter, Client Checklist, tax preparation organizers, worksheets, federal and state tax reporting forms, and other documents used in tax preparation / financial-related services. These documents include those submitted via mail or fax, as well as those submitted electronically to us through email or our file-sharing database.


Website

Our website contains email sign-up forms, newsletter sign-up forms, and contact forms. Your submission of information through these forms is voluntary. These forms have been designed to collect contact information from you. We use this contact information to call you or email you to communicate information necessary in providing you the best possible services. We also use this information to send you regular updates, via our e-newsletter, that may be relevant to you and your financial situation.


Banks & Associates CPAs, LLC, maintains physical, electronic, and procedural safeguards to secure your information. We keep all nonpublic information we collect from you confidential from outside parties, unless sharing your information is requested by you or required by law. We restrict access to your nonpublic information to members of our team who need to know that information to provide you the best possible services.

If you have any questions about our privacy policy, please contact us.