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Data Privacy

Protecting taxpayer data is our responsibility. Federal law gives the federal trade commission CFR Part 314, Standards for Safeguarding Customer Information authority to set data safeguard regulations for various entities, including professional tax return preparers. According to the FTC safeguards rule, tax return preparers must create and enact security plans to protect client data. Failure to do so may result in an FTC investigation.

Disclosure or Use of Information by Preparers of Returns

Online providers also must follow the six security and privacy standards in publication 1345, handbook for authorized IRS e-file providers of individual income tax returns.

  • We keep backups of Individuals critical data done regularly.
  • We do have an on-line mechanism to verify that all backups complete successfully.
  • We periodically restore information from backup tapes to ensure data integrity.
  • Our backup tapes kept in an environmentally controlled and secured area.