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Privacy Policy and Disclaimer

WHBG, Inc. focuses on implementing fair information practices that are designed to protect your privacy.

Privacy Policy and Disclaimer

You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications
 
The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:
 
We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with 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 information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.
 
You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.
 
If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.
 
DISCLAIMER
This disclaimer governs the clients use of WHGB, Inc media platforms. By using this website, newsletter or other digital or printed media, you accept this disclaimer in full. If you disagree with any portion of this disclaimer, do not use the platform published by WHBG, Inc. WHGB, Inc reserves to right to modify, update or correct these terms at any time.

All information and resources found on WHGB, Inc media platforms are based on the opinions of the author or governmental authorities unless otherwise noted. Information on this site or other media platforms should not be used to make tax, accounting or financial decisions. The information on any WHBG Inc media platforms is not intended as tax, accounting or financial advice.