Privacy Policy Honstad, Dieser & Mangskau P.L.L.P.
Privacy Policy
Your privacy is important to us, and we are committed to protecting your nonpublic personal information (NPI). As required by the Gramm-Leach-Bliley Act & FTC Safeguard Rules, we adhere to strict data-sharing regulations. Please read the following privacy policy carefully.
Information we collect
- We collect nonpublic personal information about you and your household or business from various sources, including: • Interviews and discussions: information obtained during interviews regarding your tax situation.
- • Documentation: information from organizers or other documents that provide details such as your name, address, telephone
- number, Social Security number, number of dependents, income and other tax-related data.
- • Tax-related documents: information from documents required for processing tax returns, such as Forms W-2, 1099R, 1099-INT,
- 1099-DIV and stock transactions.
- • Electronic tools and applications: information collected, stored, reconciled, and compiled through electronic tools and
- applications.
- • Permanent documents from clients, Gift tax returns prepared of given by clients.
- • Additional documents: any other documents you provide to assist in the preparation of your tax return.
Information disclosure
We do not disclose any nonpublic personal information about our clients, prospective clients, or former clients to anyone, except as requested by our clients in writing through our Disclosure forms or as required by law. When disclosure is required by law, any impacted client will be notified.
Security and confidentiality
- We restrict access to your personal information to employees who need such information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your personal information. These safeguards include:
Opt-out option
You have the right to opt out of any information sharing that is not mandated by law. If you wish to opt out, please contact us in writing at our address or e-mail provided. You have the right to access and review the information we collect and maintain about you.
Questions and contact information
If you have any questions about this privacy policy or need further information, please contact our office - Information found on Contact US page.