Our underlying goal is to take care of your business. Whether we assist you in your personal or business tax needs, we are there to handle the questions and give you advice. We act as the buffer between you and the Internal Revenue Service. We clear through the “red tape” and the paperwork that threatens to bury you on a daily basis. We are there to advise you of the financial ramifications of all of life’s struggles. Our firm is renown in the area of litigation consulting. This specialty allows us to advise you on the financial ramifications of divorce, civil litigation, lawsuits, etc. In addition, we can advise you on how to best maintain your current assets and planning for transferring those assets to your children. Because our roots are in the Central Valley, we always keep a close eye on the Agribusiness Community. We know that the foundation of our economy in the Valley and in the State of California is built on the backs of our farmers.
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.
We keep your information confidential and private. All employees and consultants we hire are bound by signed confidentiality agreements as required by our industry.