BACHMAN, OTIS & CO., CPA PLLC         (248) 487-2322

Privacy Policy

Confidentiality

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 provided by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Priveledged Communication

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 firm 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.  Priveledged 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, tax return preparation engagements are not covered by advisor-client priveledge..

Bachman Otis & Co CPA PLLC is a Michigan based certified public accounting, tax and financial services and management consulting firm serving small and medium sized businesses and individuals with outsourced financial management, accounting, tax, IRS problem resolution, management consulting and business development services.  Robert Bachman CPA - David Otis CPA.

Southeastern Michigan - Detroit MI cpa firm - Southfield MI - Farmington Hills - West Bloomfield - Bloomfield Hills - Birmingham - Farmington - Commerce Twp MI - Walled Lake - Novi - Northville - Troy MI - Royal Oak - Berkley MI - Livonia - Flint - Waterford MI - Oak Park MI - Wixom - Ferndale -

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Michigan income tax - state income tax - estate tax - property tax - federal tax - federal income tax - tax law - tax relief - new tax law - new tax laws - capital gain tax - capital gains tax - tax board issues - inheritance tax - payroll tax - IRS audit - Internal revenue service audit - IRS tax audit - accounting and tax representation - AICPA professional standards - using AICPA services - American Institute of Certified Public Accountants - Member MACPA - Michigan Association of Certified Public Accountants - Business planning - Business development - business consulting - small business - stock options - organizational development - succession planning - strategic planning -business startups - merger - acquisitions - reorganizations - compliance - compliance work - professional services