You are receiving this notice because you are a client of VERA SERVICES, or you are considering becoming our client. In engaging with us as your tax preparer, you are entrusting us to maintain the privacy and confidentiality of your personal information. This notice describes our privacy policy as it pertains to the information that you provide us. This privacy notice applies solely to information which is collected by us directly from you or is obtained by us with your authorization. Examples of sources from which we collect information include: -interviews and phone calls with you, -letters and emails from you, -tax return or financial planning organizers and questionnaires, and -other documents provided by you on behalf of yourself, your family, or your company/organization. We use the information that you provide to respond to you regarding the reason you contacted us, or to prepare income tax returns and/or other services which you have requested us to perform. We will not sell or rent this information to anyone. As permitted by applicable law, we may also use the information that you provide to contact you about offers, products, and services that may be of interest to you. You may contact us at any time to opt out of the use of your personal information for marketing purposes. Except as otherwise described later in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclosure and use the information is limited by the policies of VERA SERVICES, applicable law, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards to guard your personal information from unauthorized access or alteration. As a general rule, we do not disclose personal information about our clients or former clients to anyone without your permission. However, to the extent required by law and applicable regulatory requirements, certain nonpublic information about you may be disclosed in the following situations: -To comply with a validly issued and enforceable subpoena or summons. -To provide workpapers or specific information to assist you in complying with industry-specific federal and state regulations and requirements. -In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions for example, through a written confidentiality agreement) so that the prospective purchaser or merger partner does not disclose information obtained in the course of the review. -To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed.
What personal information is collectedFull Name, Address, Dates of Birth, Dependent Information, Employment Documents, Bank Documents, IRS Letters, Insurance and IDs.
How personal information is usedThe information is used for tax returns filed during tax season. If additional procedures or processes are required, you will be notified to confirm the procedures.
Who personal info is shared withIt will be shared with The Internal Revenue Service (IRS) is the revenue service for the United States federal government, which is responsible for collecting U.S. federal taxes and administering the Internal Revenue Code, the main body of the federal statutory tax law.
SMS content is NOT shared with third partiesSMS messages sent will be sent only to the customer and will not be shared with any private or government entity.

Thank you for allowing us to serve your tax preparation needs. We value your business and are committed to protecting your privacy. Why You Are Receiving this Notice Information Collection and Use Confidentiality and Security of Nonpublic Personal Information Parties to Whom We Disclose Information In Closing