Privacy Policy

This Privacy Policy explains how Boudreau Bookkeeping & Tax collects, uses, protects, and discloses nonpublic personal information (NPI) provided by our clients and visitors to our website or office.

As Enrolled Agents and accounting professionals, we are bound by high professional standards of confidentiality, including Internal Revenue Service (IRS) regulations, Treasury Department Circular 230, and the Federal Trade Commission (FTC) Gramm-Leach-Bliley Act (GLBA) Safeguards Rule.

1. Information We Collect

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.

2. How We Use Your Information

We use your personal and financial information strictly for professional purposes, including:

• Preparing your federal, state, and local income tax returns.

• Maintaining, reconciling, and reviewing your financial books and records.

• Communicating with you regarding tax questions, missing documentation, or financial advice.

• Representing you before the IRS or state tax authorities, if engaged to do so.

3. Information Disclosure and Sharing

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law.

We will not release your tax returns or financial records to third parties, such as mortgage lenders, banks, or attorneys, without your explicit, written consent, except as permitted or required by law.

We may disclose information in response to a validly issued subpoena, court order, IRS summons, or other legal requirement.

We may use secure third-party software applications, such as tax software, secure cloud portals, and bookkeeping platforms, as necessary to provide our professional services. These providers are required to maintain appropriate confidentiality and security of client information.

SMS Privacy

SMS Consent and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.

Mobile phone numbers and SMS consent information will not be sold, rented, or shared with third parties or affiliates for their own marketing purposes.

4. Data Security Safeguards

We maintain robust physical, electronic, and procedural safeguards to protect your nonpublic personal information. These measures meet or exceed FTC Safeguards Rule requirements and include:

• Encryption: Utilizing industry-standard encryption for data transmitted online and stored on our servers.

• Secure Portals: Requiring clients to upload sensitive tax and financial documents through a secure, password-protected client portal rather than unencrypted email.

• Access Control: Restricting access to your personal and financial information to employees or authorized contractors who strictly need that information to provide services to you.

• Physical Security: Storing physical files in locked cabinets and maintaining a secure office environment.

5. Limits of Confidentiality (Tax Practitioner Privilege)

As Enrolled Agents, certain communications between you and this firm may be protected from disclosure to the IRS under Internal Revenue Code Section 7525 (the Federal Tax Practitioner Privilege).

This privilege applies only to non-criminal tax advice and administrative proceedings before the IRS.

This privilege does not apply to the preparation of tax returns, standard bookkeeping services, state tax matters, or criminal investigations.

6. Changes to This Privacy Policy

We reserve the right to amend this Privacy Policy at any time. If we make material changes to how we handle your nonpublic personal information, we will notify you via email or through a prominent notice on our website.

Contact

Boudreau Bookkeeping & Tax, LLC
804 US-321 #250
Lenoir City, TN 37771
Phone: 865-332-9293