Protecting your privacy is essential to Maginnis & Carey LLP
The purpose of this notice is to help you understand what personal information we collect, how we use it and when we disclose such information with third parties. Maginnis & Carey LLP will only share personal customer information with non-affiliated third parties only as permitted by law. Third parties in which information is shared are required to continue to maintain the security and confidentiality of the information. It is our practice to provide you notice when your personal information may be shared with others, and you will have an opportunity to decide whether that information may be disclosed.
Information We Collect
Maginnis & Carey LLP collects information about its customers. This basic information identifies our customers and allows us to contact them. Maginnis & Carey LLP collects and uses this information to efficiently operate its business and to help it deliver quality service to you, its valued customer.
We use that information to prepare your personal income tax returns and to provide various tax and financial planning services to you at your request.
Examples of sources from which we collect information include:
- interviews and phone calls with you
- letters or e-mails from you
- tax return or financial planning organizers
- financial history questionnaires
Information We Share
Maginnis & Carey LLP, as a general rule, does not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
- To comply with a validly issued and enforceable subpoena or summons.
- In the course of a review of our firm's practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.
- In the event of a prospective purchase, sale, or merger, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
- As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
- To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)
"Agents and Service Providers": To ensure quality service to our customers, Maginnis & Carey LLP engages other companies, subsidiaries and individuals to perform certain functions and/or services. Examples of these functions and/or services include processing credit card payments, providing marketing assistance, removing repetitive information from customer lists and offering electronic mail services and making available digital certificates.
"Business Transfers/Prospective Purchasers": As we continue to develop our business, Maginnis & Carey LLP may sell or purchase assets. In such transactions, customer information is generally disclosed.
" Protection of Maginnis & Carey LLP and Others": Maginnis & Carey LLP may access and disclose your personal information if required to do so by law or in the good faith belief that such action is necessary to: (a) confirm to the edicts of the law or comply with legal process served on Maginnis & Carey LLP or the site; (b) respond to a court order or other governmental or law enforcement authority or regulatory agency; (c) enforce or apply our Services Agreement or other agreements; (d) protect the rights, property, or safety of Maginnis & Carey LLP, our customers, or others or (e) reduce credit risk and protection from fraud.
Confidentiality and Security Procedures
All personal customer information is deemed to be confidential in nature. Our employees may access such information only when there is an appropriate reason to do so. Employees who violate these standards will be subject to strict disciplinary measures. Maginnis & Carey LLP also maintains physical, electronic and procedural safeguards to protect the confidentiality of your personal information.
We use the information collected under this Policy to perform services within the scope of our engagement and to inform you through any communications channel including phone, fax, electronic mail, about new services and to provide information that we think will be of interest to you such as conferences we hold, changes in the law or accounting practices, or other professional or business developments. If you do not wish to receive such information, you may opt out by sending an email to firstname.lastname@example.org or by advising your Maginnis & Carey LLP contact and we will discontinue sending you information other than in regard to your account.
From time to time, Maginnis & Carey LLP may contact you by electronic mail regarding our services. These communications are intended to inform you of important information regarding your account, or about general services provided by Maginnis & Carey LLP.