Tax Preparation and planning services

Holyoke Tax Service Privacy Policy. Maintaining the strictest confidentiality is a guiding principle of our business. The nature of our work requires us to collect certain nonpublic personal information about you from various sources. We collect financial and personal information from applications, worksheets, reporting statements, including banking and credit card statements, and other forms, as well as interviews and conversations with our clients and associates. Under our policy, all non-publicly available information we obtain about you will be provided by you or obtained with your permission. This privacy policy applies to all personal information collected by us, including any you may provide us through our website (www.HolyokeTaxService.com).
 

Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to any third party without your express permission, except as required to the taxing authorities and our software provider in the course of return filing and representation, or where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access. We ask that, to the greatest extent possible, all electronic exchange of documents be through our secure web portal. Please contact us at 413-210-0102, or email dave@holyoketaxservice.com, with any questions regarding our privacy policy