Tax Privacy Policy
Our commitment to protecting confidential tax and financial information.
Confidentiality
It is our policy to keep your personal and business matters confidential to the extent permitted by law.
This firm’s policy
Information you provide is handled with the utmost confidentiality. Personal information is shared only with members of our firm who need it to complete the work you hired us to perform.
Other than disclosures permitted by the IRS to a tax-return processor for preparing and electronically filing a return, we will not disclose your personal information outside the firm without your express written permission unless legally required or permitted to do so.
For example, if a mortgage lender requests a copy of your return or information from it, written consent is required before we respond.
Client communications
Information discussed during tax-return preparation is confidential, but return-preparation engagements generally are not protected by advisor-client privilege. Privileged communications are limited and may not apply to criminal tax matters. If you believe a subject requires legally privileged advice, discuss whether an attorney should be consulted.
Referrals
Referrals are welcome and appreciated. Your personal, financial, and tax information will not be shared with people you refer.
Contact
Blue Bear Tax Solutions
181 E 56th Ave, Suite 200
Denver, CO 80216
877-239-4668