Joan Sanders & Associates, P.C.
Privacy Policy

A fundamental part of our service to you is the protection of your privacy.  We are compliant with all applicable privacy regulations and operate our business in such a manner that will confirm your choice of Joan Sanders & Associates, P.C. as provider of your tax and accounting services.  The following will provide you with the information about how we collect, use or disclose any information you may provide to us.

Policy Coverage

Our privacy policy covers information we collect when preparing your tax return, both individual and business, and information we have access to when providing your accounting services, including estate and tax planing.

Your Information

When providing various services for you or your business, we may have access to your checking, debit and credit account numbers, loan information and their balances, your income and the assets you own. 

When we prepare your tax returns, we receive information from you which includes your legal name, address (physical and e-mail), social security number, telephone number (cell, business and home), income and expenses and other information concerning your family that is required for a correct tax return.

We are also provided, from time to time, information about you from the State of Alabama or the Internal Revenue Service concerning your tax information.

Information Disclosure

We will only disclosure information concerning our clients with their permission or by court subpoena.  Should we receive a court subpoena concerning a client, we will immediately inform that client about such request.  Disclosure of personal information is controlled by Section 7216 of the Internal Revenue Code, the Gramm Leach Bliley Act of 1999, and certain other laws and regulations.  Our firm privacy policy complies with those laws and regulations.

Section 7216 of the Internal Revenue Code states that we must have your consent to disclose your tax return information except to the IRS, law enforcement officials and for certain other legal purposes.

We do not sell or rent any information provided by our clients.  We will provide, at your request, information to service providers such as bankers, attorneys, etc.

Security of Information

Our tax returns are processed using a national software vendor. We have reviewed and understand their policies and procedures that insure the security of information processed through their company.  Our internal security of private information is protected through system design, password, firewalls and other information management practices.  Our files have limited access to only those who provide services to you.

Further Questions Concerning our Privacy Policy

Your questions concerning our privacy policy should be directed to Joan Sanders at 256-236-9003. Further information can be viewed on this website.