Business Financial Group focuses on implementing fair information practices that are designed to protect your 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.
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Very good accounting firm Last 10 years my tax done by bfg group
Great, professional experience. Was very helpful in setting up and explaining everything on my tax forms.
Hello! I want to share my thoughts about doing business with Business Financial Group. I have been with BFG for a little over three years. During that time, BFG have filed my personal tax returns and my sons also. We have been very pleased. We have been able to get all of our tax returns done online and have not had to travel to the office which is very convenient. We are personally acquainted with our agent at BFG and respect the honesty and professional expertise we have received. BFG have also assisted us with the establishment of our small business LLC. I recommend BFG for expert, timely assistant with all CPA related needs.
I am using George Varghese at Business Financial Group for last 4 years. He is prompt and very knowledgeable in personal tax.
Thankamma Raji Samuel
Very friendly, efficient and systematic. Great experience.