Privacy Policy
Eos Tax Services recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Eos Tax Services will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.
Why We Collect Your Information
We gather information about you so that we can:
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to complete your tax return, we may disclose your personal information in limited circumstances to various service providers, such as our tax software vendor.
Otherwise, Eos Tax Services will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
How We Protect Your Personal Information
Privacy has always been important to Eos Services. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.
If you have any questions regarding this privacy notice, please contact Aletta Tibbetts at aletta@eostaxservices.com or 617-420-2007.
Why We Collect Your Information
We gather information about you so that we can:
- Accurately and completely advise you as to your tax filing requirements and complete your tax return; and
- Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
- Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
- Information that we generate to service your tax needs.
- Information that we may receive from third parties with respect to your tax information.
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to complete your tax return, we may disclose your personal information in limited circumstances to various service providers, such as our tax software vendor.
Otherwise, Eos Tax Services will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
- We receive your prior written consent; or
- We have documentation that the recipient is your authorized representative; or
- We are required by law to disclose information to the recipient
How We Protect Your Personal Information
Privacy has always been important to Eos Services. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.
If you have any questions regarding this privacy notice, please contact Aletta Tibbetts at aletta@eostaxservices.com or 617-420-2007.