Privacy & Confidentiality

Privacy
I value your security and privacy. I use the information my clients provide to me in accordance with signed engagement letters. Ethics play a vital role in the balance between representing the taxpayer, yet satisfying the legal requirements of the federal government.

To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, we have put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information we rely upon to conduct business.

Confidentiality Agreement
Tina R. Bolden agrees that confidential information received from its clients shall be treated as private, and safeguarded with all reasonable means. Bolden will not make public or intentionally disclose its clients’ confidential information to any third party without first receiving authorization. In the event that confidential information is lost or stolen, Bolden agrees to promptly notify affected clients.

Standards of Conduct
IRS Circular 230 is a 48-page publication that sets forth the rules and standards for both attorneys and certified public accountants who practice in the field of tax preparation and representation. Each of the two major associations that organize tax preparation professionals has adopted their own standards of professional conduct based on Circular 230.

The Standards of Professional Conduct for The National Association of Tax Professionals is a list of 11 standards based on one of three different responsibilities. The first responsibility is to protect and advise the client. The second is to the tax professional, who has a responsibility to conduct him/herself and his/her practice in such an ethical way that he/she will not jeopardize his/her reputation or self-respect. The third is to the government. While his/her fiduciary responsibility is to the client, the tax professional cannot forget that he/she may be called to explain and represent decisions made on the return before the IRS.