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Confidentiality

“Don’t be your own Whistleblower”

We work with each client, personally, to find a solution that fits.  It's a process that requires frank, open, and honest communication to reach a successful conclusion.  As we move through the process together, we'll share and work with highly sensitive,  extremely personal information. 

 

You can be confident that your privacy and the privacy of your information is of utmost importance to us.  We're committed to maintaining confidentiality while working toward resolution.   We'take that commitment seriously, and we're qualified to meet it.

Sally, as an Enrolled Agent, has statutory confidentiality (sometimes referred to as “privilege”) when representing a client in an audit or collection matter. This privilege is somewhat limited but, in most cases, more than sufficient to ensure privacy. 

 

Rachel is an attorney and her communications with you are protected by the attorney-client privilege.  That privilege is extremely broad and has very few, narrowly defined exceptions.

         

If the broader attorney-client privilege is better suited to ensure confidentiality during the course of your specific tax resolution process, we have the ability to put protections in place

         

As an attorney and an EA, we can maintain confidentiality by providing services subject to a Kovel agreement.  In simplest terms, operating under a Kovel agreement brings the tax resolution process within the protection afforded by the attorney-client privilege.  We’re happy to explain more but, suffice it to say, we’ve got you covered.