Tax Doctor our vision is to build trusted business relationships with our clients.
Your trust is critical to our success. As registered Tax Agents and Tax Accountants, we want to provide
the highest quality professional services including accounting, tax and SMSF audit.
Tax Doctor complies with Australian privacy laws. Tax Doctor regards all information collected as private. Information supplied by you will only be used for the administrative and professional services purposes of the firm. Under no circumstances will we reveal, sell or distribute to a third party any personal information that is supplied. Tax Doctor may distribute aggregated statistical information for reporting purposes, but personally identifying information will not be distributed to any third parties.
Information Collected
We collect personal information that is provided by you or is obtained by us with your
authorization. We use that information to prepare your personal income tax returns and may
also use it to provide various tax and other services to you at your request.
Examples of sources from which we collect information include:
- Interview and phone calls with you,
- Letters or e-mails from you,
- Tax return or financial planning organizers, and
- Financial history questionnaires
Non-public personal information is never collected without your authorisation.
Restrictions and Safeguards
In order to assist you with your professional needs and, in some cases, to comply with
professional guidelines, we retain records relating to the professional services that we
provide you. We have rigorous physical, electronic, and procedural safeguards in place to
protect these records, and they are accessed internally only on an 'as-needed' basis.
Permitted Sharing of Information
As a general rule, we do not disclose or discuss personal information about our
clients except as required or provided by law. Permitted disclosures include:
- enforceable subpoenas or summons as a part of legal proceedings or alternative dispute
resolution proceedings
- state or national licensing board reviews
Closed account provisions
These privacy policies and practices apply to closed accounts and former clients as
well as current clients.
Questions or Concerns
Tax Accountants Australia recognizes and respects the privacy
expectations of our clients. We value our client relationships and want you to understand
how we use the information you provide. If you have any questions about the accuracy of
our information or how we protect your confidential information, please call us at 02 9831 7866 or contact us using the email option located on our website www.taxdoc.com.au. If, at any time,
you believe we have shared information about you inappropriately, please contact us
immediately.
Disclamer
Please note: This web site is for general information only. It contains brief synopsis not intended to be the basis for decision making nor to be taken as a substitute for specific advice. Please contact this firm to discuss any matters which may be relevant to your individual situation.
|
