Compliance with the Gramm-Leach-Bliley Act of 1999.
In order to meet the requirements of the Gramm-Leach-Bliley Act of 1999, it is the policy of A+ TAX & BOOKKEEPING SOLUTIONS to handle the information you provide us with the utmost confidentiality and care. We only allow access to your non-public personal information to members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal and confidential information to anyone outside our firm without your express written permission to do so.
We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your non-public personal information.
Request of information by third parties
Sometimes financial institutions contact our office looking for information regarding your tax return. Under no circumstances will information about your records be disclosed, unless you provide us written authorization (no phone call, fax or email authorization).
If you authorize a third party to contact us, let us know in advance with written authorization. Only original signatures will be accepted for your protection.
You may request from our office a sample letter to release authorization and/or to exchange information of matters related to your tax records. If you have any additional questions, do not hesitate to contact our office.