As a tax preparer, OTS is required by US law to inform its clients of its policies regarding privacy of nonpublic, personal client information.
Types of Nonpublic, Personal Client Information Collected
OTS collects nonpublic, personal information about you that is provided to OTS by you or obtained by OTS with your prior written authorization.
Protecting the Confidentiality and Security of Nonpublic, Personal Information for Current and Former Clients
In order to guard your nonpublic, personal information, OTS maintains physical, electronic, and procedural safeguards that comply with applicable professional standards. For current and former clients, OTS does not disclose any nonpublic, personal client information obtained in the course of its practice except as permitted or required by law. Permitted or required disclosures include, for instance, providing information: to comply with a validly issued and enforceable subpoena or summons; and to OTS employees, and in limited situations to unrelated or nonaffiliated third parties, who need to know that information to assist OTS in providing services to you. In these latter situations, OTS stresses the confidential nature of information being shared and requires of such persons that they follow OTS’ policies regarding privacy of nonpublic, personal client information.
Maintenance of Client Records
OTS retains records relating to professional services that OTS provides so that it is better able to assist you with your professional needs. OTS keeps a client’s records for as long as OTS provides services to that client, or as required by applicable law and professional standards, whichever is longer.
Please contact OTS if you have any questions, because your privacy, OTS’ professional ethics, and the ability to provide you with qualify financial services are very important to OTS.