No one can fully guarantee the security of personal information. What can be done is take all possible precautions to physically and electronically protect personal information. When you take your personal information to a tax professional, you expect them to only use your information for tax preparation purposes. You also expect that your personal information will be securely stored both physically and electronically. In this episode Marcelino Dodge, EA explains policies and procedures a tax professional should have in place to protect your data from both physical attacks and electronic attacks. Click here for suggestions of what you can ask before even providing your information to a tax professional.
