Cape Coral · Fort Myers, Florida
Legal
We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization to prepare your personal income tax returns and provide personal financial planning to you.
To properly prepare your income tax return or provide financial planning services, we receive information from you to complete your tax return or financial plan. This information is collected for you in written form, by phone, online, by mail and in personal interviews and consultations conducted by us, as well as by information we collect from others with your authorization.
As tax preparers, we are prohibited by the Internal Revenue Code from disclosing your income tax return information without your consent, other than for the specific purpose of preparing, assisting in preparing or obtaining and providing services in connection with the preparation of an income tax return for you.
Our website uses cookies and similar technologies to improve your browsing experience, maintain security, and understand how visitors use our site.
Cookies are small text files stored on your device when you visit our website. They help the site remember your preferences and recognize your browser.
Strictly necessary cookies are used to operate the site and keep it secure. Analytics cookies are used to collect aggregated, non-identifying information about how visitors use our site (such as pages visited, time on page, and links clicked). This helps us improve the site and our services.
We may use third-party analytics services (such as Google Analytics or similar tools) to collect and analyze usage information. These providers may use cookies and other technologies to collect information about your use of our website and other sites. We use this information only in aggregate form to understand and improve website performance and user experience. We do not use analytics data to access or disclose your tax return or accounting records.
We restrict access to nonpublic personal information about you to those employees and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by applicable law, our professional standards and non-disclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your nonpublic personal information.
The firm may from time to time, and depending on the circumstances, use third-party service providers in serving your account. We may share confidential information about you with these service providers but remain committed to maintaining the confidentiality and security of your information. Accordingly, we maintain internal policies, procedures, and safeguards to protect the confidentiality of your personal information. In addition, we will secure confidentiality agreements with all service providers to maintain the confidentiality of your information, and we will take reasonable precautions to determine that they have appropriate procedures in place to prevent the unauthorized release of your confidential information to others. In the event that we are unable to secure an appropriate confidentiality agreement, you will be asked to provide your consent prior to the sharing of your confidential information with the third-party service provider. Furthermore, the firm will remain responsible for the work provided by any such third-party service providers.
We do not disclose any nonpublic personal information about our clients or former clients to our affiliates or to nonaffiliated third parties except as permitted by law. Information about you and our former clients may be disclosed to both our affiliates and nonaffiliated third parties as permitted by law and our professional standards, as follows:
Trout Tax Advisory Services LLC
3501 Del Prado Blvd S, Suite 302
Cape Coral, FL 33904
(239) 910-8913