You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the greatest extent permitted by law.
Client Information, Privacy Policies, and Notices Regarding Advisor-Client Privileged Communications
The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. The following is our policy:We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. As Enrolled Agents Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.An Enrolled Agent does not disclose nonpublic personal information about current or former clients to anyone unless instructed in writing to do so by a client. Access to nonpublic personal information is restricted to those professionals who may assist in the preparation of a client's return or who provide tax advisory and bookkeeping services. Wink Inc. has instituted all reasonable measures, including physical, electronic, and procedural safeguards to protect our clients' nonpublic personal information. Clients, however, assume the risk of loss of confidentiality and/or tax documents during unencoded electronic transmission via the internet or mailing via U.S. Post Office and third party delivery services. If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.
Use of Information
Unless authorized by law, Derrick Winke , E.A. cannot use any tax return information for purposes other than the preparation and filing of his client's return, without express written permission from the client. However, in addition to tax preparation services, Derrick Winke also offers year-round financial consultation and tax planning services. These services will be happily provided upon request and with the client's written consent.
User's Consent
A website user [“User”] who contacts the owner [“Owner”] of this website – whether by phone, fax, e-mail or through the use of the Inquiry Form – automatically grants express permission to Owner to add User’s information to Owner’s contact list. Owner may use this information to address specific inquiries, follow-up with pertinent information, include User in targeted mailings, and solicit business directly related to the services offered exclusively by Owner. User’s information will be safeguarded as best as possible and will not be sold or shared with third parties. User may opt out of future communications by explicit request.Please call us at (248) 816-1220 or 800-276-8319 to set up a free consultation. Or Book Your Consultation here:We service clients worldwide.
You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the greatest 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. The following is our policy:We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. As Enrolled Agents Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.An Enrolled Agent does not disclose nonpublic personal information about current or former clients to anyone unless instructed in writing to do so by a client. Access to nonpublic personal information is restricted to those professionals who may assist in the preparation of a client's return or who provide tax advisory and bookkeeping services. Wink Inc. has instituted all reasonable measures, including physical, electronic, and procedural safeguards to protect our clients' nonpublic personal information. Clients, however, assume the risk of loss of confidentiality and/or tax documents during unencoded electronic transmission via the internet or mailing via U.S. Post Office and third party delivery services. If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.
Use of Information
Unless authorized by law, Derrick Winke , E.A. cannot use any tax return information for purposes other than the preparation and filing of his client's return, without express written permission from the client. However, in addition to tax preparation services, Derrick Winke also offers year-round financial consultation and tax planning services. These services will be happily provided upon request and with the client's written consent.
User's Consent
A website user [“User”] who contacts the owner [“Owner”] of this website – whether by phone, fax, e-mail or through the use of the Inquiry Form – automatically grants express permission to Owner to add User’s information to Owner’s contact list. Owner may use this information to address specific inquiries, follow-up with pertinent information, include User in targeted mailings, and solicit business directly related to the services offered exclusively by Owner. User’s information will be safeguarded as best as possible and will not be sold or shared with third parties. User may opt out of future communications by explicit request.Please call us at (248) 816-1220 or 800-276-8319 to set up a free consultation. Or Book Your Consultation here:We service clients worldwide.