YOUR QUESTIONS ARE IMPORTANT
We know the tax needs for each individual, family and small businesses are unique. Use our form to tell us more about your needs and concerns or schedule an appointment. We will provide you guidance with a free quote if you choose our services and give us chance to partner on your tax journey.
JOSHI CPA PLLC
Write to us at mytaxes@joshicpa.com
Privacy notice
Your Privacy is Important to Us
We highly value your trust and confidence in us and want to assure you that your personal information is kept completely confidential by us. The nature of our work requires us to collect certain non-public information. This Privacy Policy summarizes what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.
TYPES OF PERSONAL INFORMATION WE MAY COLLECT
In order to meet your needs in the course of tax preparation, tax planning, and tax compliance engagements, we collect various types of personal information about you.
We collect financial and personal information from you when we meet with you in person or over the telephone, when you send us information by mail or email, on tax preparation worksheets or other documents used in preparing your tax returns or in providing other services to you. Such information may include, for instance, your name, address, birth date, social security number and other tax related attributes about you.
Information we receive from you, or send to you, will be provided at your request if you contact us. There may be additional charges to recover the administrative cost.
PARTIES TO WHOM WE MAY DISCLOSE INFORMATION
We will not disclose the information provided by you or your client(s) to a third party without your permission, except where required by law. We may share relevant and required information with our affiliates to provide tax services for India. We do not share personal information with unaffiliated third parties without your express consent, except as permitted by law.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF YOUR PERSONAL INFORMATION
Keeping your information confidential and secure is of utmost importance to us. We maintain physical, electronic, and procedural safeguards to guard your personal information. In doing so, we restrict access to your personal information to those employees who need to know that information to provide services to you. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations. Should your status become inactive or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.
If you need additional information regarding our policy, please email us at mytaxes@joshicpa.com