As your CPA, we collect
information provided by you as well as information that we develop
as part of the engagement. We are required to keep all
information about our engagement confidential; so, we will not disclose any
information about you unless we have your approval
or are required/permitted by law. This applies
even if you are no longer a client.
However, Agestone Inc. may elect to use the Company’s name in proposals or
customer lists that we distribute to potential clients for marketing purposes.
Unless you request
otherwise, this communication confirms our understanding regarding such use.
We are committed to safekeeping your confidential information
and we maintain physical, electronic, and procedural safeguards to protect your
information.
Federal law has extended the attorney-client privilege to
some, but not all, communications between a client and the client’s CPA. The privilege applies only to non-criminal tax matters that are before the IRS or brought
by or against the U.S. government in a federal
court. The communications must be made in connection with tax advice.
Communications solely concerning the preparation of a tax return will
not be privileged.
If we are asked to disclose any privileged communication, unless we are required to disclose the communication by law,
we will not provide such disclosure until you have had an opportunity to argue
that the communication is privileged. You agree to pay any and all reasonable
expenses that we incur, including legal fees, that are a result of attempts to
protect any communication as privileged. In addition, your confidentiality
privilege can be inadvertently waived if you discuss the contents of any
privileged communication with a third party, such as a lending institution, a
friend, or a business associate.