It is our policy to keep your personal and business matters confidential to the extent permitted by law. The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies.
Bigelow Family Financial, LLC privacy policies and practices have been outlined below, pursuant to the Gramm-Leach-Bliley Act and the Federal Trade Commission (FTC) Financial Privacy and Safeguards Rules.
In order to provide the services that you have engaged us to perform, we collect non-public information about you from the following possible sources:
We do not disclose any non-public, personal information about our clients or former clients to anyone, except as requested by you, or as required by law. We cannot provide any tax return copies or information to any third parties without a signed consent form from you; email and verbal requests will not be accepted.
There are specific cases of limited disclosure that may be required in order to perform the work you have engaged us to complete. Those are as follows:
Access to your personal information is restricted to those members of this company who need to know that information in order to provide services to you. We maintain physical, electronic, and procedural safeguards to guard your personal information. This policy covers any information gathered through any means or method. We maintain appropriate security measures for computer and information systems, including the use of passwords, firewalls and other internet security systems.
Personally identifiable information about you will be maintained while you are a client, and for at least the period thereafter that records are required to be maintained. After that time, any paper files will be destroyed using a professional shredding service and electronic files deleted.
Ellen M. Bigelow, ChFC®, RICP®, CASL®, EA