Privacy

JENNIFER R. MARCHAL, INC.

CERTIFIED PUBLIC ACCOUNTANT

YOUR INFORMATION

Your nonpublic personal information is collected from various sources:

  • Information received from you on tax organizers, worksheets, client questionnaires, applications, and other financial documentation you provide;
  • Information you provide during personal interviews, telephone conversations, faxes, and emails;
  • Information about your transactions with the firm;
  • Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf. 

NON-DISCLOSURE

  • Your nonpublic personal information is not disclosed to any person or party, except as required by law or to faciliate filing your tax return.
  • Upon closing your account, your nonpublic personal information will not be disclosed to any person or party unless required by law.
  • Please understand that IRS related confidentiality is limited to non-criminal advice.  So while information you shared to provide tax services is held in strict confidence, it is not protected from the IRS by advisor-client privledge unless such consultations are with an attorney for legal advice.

SECURITY

Access to your information is restricted in a variety of ways:

  • Only to those employees who have a need to know to provide products or services to you;
  • Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your nonpublic personal information.
     
    Please contact us if you have any questions.

     

     
    Web Address
    www.flaccountant.com
    Mailing Address
    121 Moorings Drive
    Lantana, FL 33462
    Phone
    561.547.7166
    Fax
    561.547.9281

     

 

JENNIFER R. MARCHAL, INC.

CERTIFIED PUBLIC ACCOUNTANT

YOUR INFORMATION

Your nonpublic personal information is collected from various sources:

  • Information received from you on tax organizers, worksheets, client questionnaires, applications, and other financial documentation you provide;
  • Information you provide during personal interviews, telephone conversations, faxes, and emails;
  • Information about your transactions with the firm;
  • Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf. 

NON-DISCLOSURE

  • Your nonpublic personal information is not disclosed to any person or party, except as required by law or to faciliate filing your tax return.
  • Upon closing your account, your nonpublic personal information will not be disclosed to any person or party unless required by law.
  • Please understand that IRS related confidentiality is limited to non-criminal advice.  So while information you shared to provide tax services is held in strict confidence, it is not protected from the IRS by advisor-client privledge unless such consultations are with an attorney for legal advice.

SECURITY

Access to your information is restricted in a variety of ways:

  • Only to those employees who have a need to know to provide products or services to you;
  • Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your nonpublic personal information.
     
    Please contact us if you have any questions.

     

     
    Web Address
    www.flaccountant.com
    Mailing Address
    121 Moorings Drive
    Lantana, FL 33462
    Phone
    561.547.7166
    Fax
    561.547.9281