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Privacy Policy

Stokes Tax Service understands that tax preparation involves clients disclosing personal information to their tax preparer, therefore, the importance of keeping that information confidential and secure is very important.

Any personal information used to complete a client’s tax return is provided by the client and that information will not be used on the tax return unless authorized by the client.  Common personal information that is used to prepare tax returns include name, address, email address, social security number, date of birth, and income.  This personal information will be collected from clients via tax interviews, tax documents (W2, 1099, etc.), and other documents required to complete a tax return.

Clients' tax returns and tax return information will not be disclosed to anyone other than the tax client.  This nondisclosure includes federal and state agencies, federal and state employees, and any third parties, except as provided by law.

 

Stokes Tax Service ensures that security procedures are in place for the protection of all clients physical and electronic information.

A complete privacy policy will be provided to each client at the time of the tax preparation.  If you have any questions or concerns about the privacy of your personal information, please do not hesitate to contact us.

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