Privacy Policy

Succentrix Business Advisors of Gwinnett focuses on implementing fair information practices that are designed to protect your privacy.

succentrix business advisors of gwinnett privacy

You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.



This communication (including any attachments) is for the sole use of the intended recipient or recipients and may contain confidential, proprietary, and/or privileged information. Any unauthorized review, use, disclosure, dissemination or other use of this communication and/or the information contained therein is strictly prohibited.  If you are not the intended recipient of this communication, please contact the sender, destroy all printed copies and delete the material from all computers.



CPA’s have been and continue to be bound by professional, business standards of confidentiality that are even more stringent than those required by federal and state laws.  For current and former clients, I do not disclose any nonpublic personal information obtained in the course of my practice, except as required or permitted by law or authorized in writing by you.  Please contact me if you have any questions, or to obtain my complete privacy policy.