Do you have a Non-Disclosure Agreement or something we sign prior to me sending you my sensitive information?

I don’t have a non-disclosure agreement.  I can make one up if you will feel more comfortable.  Before you say yes let me explain a couple things.  We have a privacy policy I can send you.  However, your real protection is Federal law.  They have what many might feel are onerous rules about disclosure and severe penalties.  I think the rules are good because what I can learn from your tax return is pretty detailed and sensitive so it should be protected vigorously and it is.  To give you an example, and this may seem a little extreme but it is true:  In addition to my tax practice I have a small securities business.  I do not do much with it currently but I used to be more active.  If you are a client and come to me for investment advice I can’t use information from your tax return to give you investment advice unless you signed a form prior to my preparing the return saying I could use it.  Like any other taxpayer I am not looking to get on the IRS’s bad side.  Of course I want to protect the clients but not willing to risk this.  So your info is well protected but if you want a non-disclosure agreement I can pull one from the internet I am sure. 

This blog is a collection of questions from clients and the answers.  The goal of the blog is not to answer the questions you might have.  Most times the answers are based on each client’s personal situation.  Please do not rely on thisinformation to make important financial and tax decisions.  The advice presented here is presented to give examples of the type ofinformation you get as a client of a true tax professional, like Ray Simmons and the preparers he employs.  Advice regarding similar issues for you should be based on your personal situation. 

 Treasury Department Circular 230 Notice. “To ensure compliance with Treasury Department Circular 230, prospective clients are hereby notified that: any discussion of Federal Tax Issues contained or referenced to in this communication is not intended or written to be used and cannot be used by the prospective client or investor for the purpose of avoiding penalties that may be imposed on them under the Code.” Such discussion is written in connection with the promotion or marketing by Ray Simmons Corporation of the transactions or matters addressed in this correspondence


About taxdude8422

Basically I am just a tax nerd, have been all my life. However I have found the more open you are to opportunities the better off you will be in this world. That makes my what is know as an open networker on Linkedin, I will connect with anyone. I am not an expert on Linkedin by any means but one day when I was asking someone to connect I mentioned that I had just been refilled on invites. My new connect asked how I did that. I used that same line for the next month and got asked the same question four times. I started thinking there was a lot of little things it took my sometime to learn. Through this blog I plan to share some of those "Linked Secrets"
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