Like other providers of personal financial services, American Expat Taxes is required by law to inform clients of company policies regarding the privacy of client information. We are bound by strict professional standards of confidentiality. Additionally, US state and federal and Canadian federal and provincial law provide for criminal penalties for tax return preparers who disclose client information without written consent.
We will obtain your written consent before American Expat Taxes (AET) uses or discloses your personal information for any purpose other than the preparation of your tax returns or other tax preparation related services as contracted by you. AET is committed to compliance with the privacy laws and regulations of both the United States and Canada as applicable.
AET collects non-public personal information about you that you provide to us, or which we obtain with your authorization. This information includes, but is not limited to:
The personal information we collect will be limited to that which is necessary for the purposes identified above, or for other such purpose as you may request, or as required by law.. We will collect information by fair and lawful means.
We will not use or disclose your personal information for any purpose other than those identified at the time your consent was given. We will seek your further consent before using the information for any purpose beyond the scope of your original consent.
We do not disclose or share current or former clients’ non-public personal information obtained in the course of providing tax preparation and related services except as required or permitted by law. Authorized disclosures include providing client information to AET employees and, in limited circumstances, to unrelated third parties who require such information to assist AET in providing client services. We emphasize the confidential nature of the information in all circumstances. Your personal information may be transmitted to another jurisdiction for processing and while the information is in another jurisdiction it may be accessed by the courts, law enforcement and national security authorities.
At American Expat Tax Services, we take our commitment to secure your privacy very seriously. We train and update our employees yearly about
employee and representative of AET is responsible for the personal information under his or her control.
Returns and return information shall be confidential. We handle all information you provide to us with the utmost confidentiality. Your personal
information is shared only 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, or unless we are
legally required to do so.
AET retains records relating to professional services provided to our clients so that we may better assist you with your financial needs.
Additionally, we retain records in some circumstances to comply with professional and legal guidelines and requirements. In order to protect your nonpublic personal information, AET maintains electronic, physical, and procedural safeguards in compliance with both Internal Revenue Service (IRS) and Canada Revenue Agency (CRA) standards and regulations. We audit our security procedures regularly to ensure that they are being properly administered and that they remain effective and appropriate. Your privacy, our professional ethics requirements, and our ability to provide quality service are important to our firm
We will retain your information only for the time it is required, for the purposes we describe and for a reasonable length of time thereafter, in the event that we need to meet any potential obligations or legal or government requirements. Where necessary, some of the information we collect for tax preparation purposes is kept for an extended period to comply with the relevant laws and for tax adjustment purposes. Once your personal information is no longer required, it will be destroyed or rendered anonymous.
We will give you access to the information we retain about you within a reasonable time upon receipt of a written request. You also have the right to know to whom your personal information has been disclosed, except where such disclosure was to a governmental body or service provider for routine purposes or to a governmental body where that body has exercised a legal right to obtain the information. We may charge you a nominal fee for processing your request. If so, we will give you advance notice of such fee.
In some cases, we may not provide access to personal information within our possession or control. This may occur when
You may withdraw your consent in full at any time upon reasonable notice, subject to legal or contractual restrictions. Please note that
withdrawing your consent may affect our ability to continue to provide you with the services that you have contracted or may contract with us to provide.
We may use your postal and electronic address to send you items and/or information relevant to your use of our services. We may conduct
member and/or user surveys in order to improve our services. We give users the opportunity to opt-out of receiving communications from us at
any time. If you have any questions about this privacy statement, the practices of this firm, or wish not to receive further communications from
us, you can contact [email protected].