To provide our clients with top quality service by helping them understand and meet their tax responsibilities.
You may have some concern about the confidentiality of the information you provide to Cygnet.
It is our policy, to keep your personal and business matters confidential to the extent permitted by law.
We handle all information you provide us with the utmost confidentiality.
Your personal information will only be shared with members of Cygnet who need to know this information in order to complete the work you have hired us to do.
We will not disclose your personal information to anyone outside Cygnet 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 us responding to that request.
Enrolled Agent-Client Privileged
You should also be aware that anything you tell us during your interview for the preparation of your tax return is confidential, but not protected from the IRS Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us confidential, return preparation engagements are not covered by enrolled agent-client privilege. If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss possible need to consult with an attorney for legal advice.