Privacy Policy

At Zari Financials, we implement fair information practices to protect your privacy.

​

Confidentiality

​

You may have concerns about the confidentiality of the information you provide to our office. Our policy is to keep your personal and business matters confidential to the extent law permits.

​

Client Information and Privacy Policies

​

The Federal Trade Commission mandates tax preparation firms to provide an annual statement of privacy policies. Here's our policy:

• 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 it to complete the work you've hired us to do.

• We will not disclose your personal information to anyone outside our firm without your express written permission except as legally required.

• Any information shared during the tax return preparation interview is confidential but not protected from the IRS.

• Privileged communications are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts.

• Return preparation engagements are not covered by advisor-client privilege. If you believe a matter requires protected communications, please raise the issue for further discussion.

​

Your privacy matters to us. If you have any questions or concerns about our privacy policy, please don't hesitate to contact us.

​