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Privacy Statement

EASY TAX SOLUTIONS

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for appointment, please call         719-592-0019

Stan Lebahn: Enrolled Agent:  Licensed to practice before the IRS

Most answers to your tax questions can be found in IRS Pub 17

Click on the link above, then simply enter a topic in the search box.  Itís a lot quicker than clalling the IRS phone line and more acurate, Iím sure!

As a personalized service, I take the time needed for each individual!

Re: Privacy Policy

Federal law requires that I inform you of my Privacy Policy.

      While you have probably received similar notices from banks, brokers, credit card companies, etc., I am going to explain my policy in very simple, easy to understand English.  Your privacy is important and maintaining your confidence and trust is among my highest priorities.

       

      As you know, I collect certain personal information about you in order to prepare your tax return. The information is either provided by you or obtained with your permission.  Among the sources from which I collect information are:

      Interviews with you

      Written communications from you and

      Prior tax returns or client organizers.

       

  • I do not disclose any non-public information about you to anyone, except as permitted by law or with your permission. I am required by IRS Circ. 230 to safeguard your information.  Installed on my computer is firewall software & all internet connectivity is encrypted as well as other procedural safeguards to protect your personal information. As required by law, I will notify you annually regarding my Privacy Policy.
  • As a security precaution, your records that I keep a copy of are stored in locking file cabinets.  A password is required to log onto my computer. As a home business, I do not publish my address on any advertising material nor do I have signs in front of my house The only people that have my address are friends, family, and my customers.
  • Again, I want you to know just how much I appreciate the opportunity to
  • work with you and on your behalf. Please call me if you have any questions or need further assistance.
  • Please note: I need a signed document from you to release any information about your return to a third party, i.e. banks, mortgage Company, etc.
    • Best Regards,  Stan Lebahn