BAM Virtual Bookkeeping focuses on implementing fair information policies to protect your privacy and your company’s information.
You may be concerned about the confidentiality of the information you provide to this office. Our policy is to keep your personal and business matters confidential to the extent permitted by law.
The Federal Trade Commission has issued regulations that bookkeeping firms to provide an annual statement of firm privacy policies. Here is our policy:
We handle all information you provide us with the highest confidentiality. Your data will only be shared with members of our firm who need to know this information to complete the work your firm has hired us to do. We will not disclose your personal information to anyone outside our firm without your express written permission 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 before we respond to that request.
tell us during the interview to prepare your bookkeeping is confidential but not protected from the IRS. Privileged communications (those 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 confidentially, return preparation engagements are not covered by advisor-client privilege.
If you feel the nature of any subject matter to be discussed is protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.