Privacy Policy

IMPORTANT NOTICE: OUR PRIVACY POLICY

We highly value your trust and confidence in us, and we want to assure you that your personal information is kept completely confidential by us. As a Public Accounting Firm licensed in the state of Ohio, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.
This Privacy Policy summarizes for you what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.
What personal information do we collect?
In order to meet your needs in the course of tax return preparation, tax and financial planning, and tax compliance engagements for you, we collect various types of personal information about you from the following sources:

Information that we receive from you when you meet with us in person or over the phone, when you send us information by mail or email, on tax preparation worksheets, and on other documents or forms that we use in preparing your tax return or in providing other services for you. Such information includes, for instance, your name, address, social security number, income, investments and other assets, and other tax and financial attributes about you;

Information about your transactions with us such as the types of services you have requested us to perform, account balance, payment history, etc.

Please Note: If you complete your tax return through our CompleteTax system, your information is subjected to the CCH, Inc. privacy policy contained here.

Is personal information shared with others?
We do not share any personal information about you to anyone without your express consent, except as permitted by law and as described below.
The law permits disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, to others who are assuring our compliance with professional accounting standards (peer review as required by state law) and the like.

We may also share any or all of the information we collect, as described above, to :

non-affiliated companies or individuals that perform research, support and marketing services on our behalf (such as professional tax research services, data processing, market research and mailings); or toother financial institutions or professional tax and accounting service providers with whom we may enter into a joint marketing agreement. As of the date of this notice, we have not entered into any such agreements.

For your protection, we would require any companies that we may enter into such agreements that they also keep your personal information in the strictest confidence, just as we do.
How do we protect the confidentiality and security of your personal information?
Keeping your information confidential and secure is of utmost importance to us. We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. We also maintain physical, electronic, and procedural safeguards to guard your personal information. In doing so, we restrict access to your personal information to those employees who need to know that information to provide products or services to you and to the support service companies and financial institutions mentioned above. In turn, those companies would be legally and contractually bound to maintain the privacy of any personal information shared with them. Additionally, our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations.

What if you become a former client?
Should you become an inactive client or 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
As a Certified Public Accountant (Greg Markus) and a licensed public accounting firm in Ohio, our professional ethical obligations and responsibilities have always demanded no less than the highest regard and duties toward the confidentiality of your personal information and the security of your privacy. We will protect your personal information and the security of your privacy. We will protect your personal information, use it appropriately, and accomplish your engagements with us in such a manner so as to always maintain your trust and confidence in us. We truly appreciate the opportunity to service your tax preparation and planning needs and look forward to providing you continued high quality, personal service in the future. Please do not hesitate to contact us if you have questions about this privacy policy or any other matter.

Sincerely,

M & R Accounting, PLL