The Gramm-Lech Biley Act of 1999
It is the policy of David Turrentine, E.A., to handle the information you provide us with the utmost confidentiality and care. We restrict access to nonpublic personal information about you to members of the firm who need to know this information in order to complete the work you have hired us to do. We will not disclose your personal and confidential information to anyone outside this firm without your express written permission to do so. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Privilege and the Enrolled Agent
The IRS Restructuring and Reform Act of 1998 allows federally authorized practitioners a limited client privilege. This privilege allows confidentiality between the taxpayer and the Enrolled Agent under certain conditions. The privilege applies to situations where the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return. The new privilege does not apply to state tax matters, although a number of states have an accountant-client privilege