This privacy policy summarizes what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.

 1)  What Personal Information Do We Collect?

 To meet your needs in the course of tax return preparation, tax and financial planning, and tax compliance engagements for you, we collect various types of personal information about you from the following sources:

 ·        Information we receive from you when you meet with us in person or over the phone, when you send us information by mail or e-mail, through our website, on tax preparation worksheets, and on other documents or forms we use in preparing your tax return or in providing other financial services for you. Such information includes: your name, address, social security number, income, investments and other assets, and other tax and financial attributes about you.

·        Information about your transactions with us, our affiliates, or others. Such information includes your account balance, billing and payment history, or transactions.

·        Information we receive from you when your browser interacts with us when you visit our website. Such information includes information transmitted on an internet "cookie," such as your password to our site, your preferences on the site, and your internet service provider's address.

·        Information we receive from a consumer reporting agency, such as your credit history and outstanding loan balances.  

2)  Is Personal Information Shared With Others?  

We do not share any personal information about you to anyone without your express consent, except as permitted by law, the Code of Professional Conduct of the Virginia Society of Certified Public Accountants (VSCPA), and Ethics Rulings of the American Institute of Certified Public Accountants (AICPA). Nonpublic personal information about you and our former clients may be disclosed to both our affiliates and nonaffiliated third parties as permitted by law, our Code of Professional Conduct, and Ethics Rulings of the AICPA, as follows:  

·        Complying with a validly issued and enforceable subpoena or summons.

In the course of a review of our firm's practices under the AICPA, the VSCPA, or the Virginia Board of Accountancy authorization.

·        Initiating a complaint or responding to an inquiry made by the Professional Ethics Committee of the VSCPA, the ethics division or trial board of the AICPA, or duly constituted investigative or disciplinary body of another state CPA society or Board of Accountancy.

·        Conducting a review of a professional practice in conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or business partner does not disclose information obtained in the course of the review.

·        Participating in actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit, and take reasonable precautions to ensure the information disclosed does not become a matter of public record.

·        Providing information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us pursuant to a contractual agreement which prohibits the third party or affiliate from disclosing or using the information other than for the purposes for which the information was disclosed; for example, using an outside service bureau to process clients' tax returns, or using a records-retention agency to store client records.  

We may also share any or all of the information we collect, as described (except for consumer reporting agency information), to nonaffiliated companies that perform support and marketing services on our behalf (such as data processing, market research, and mailings). For your protection, our agreements with these companies require them to keep your personal information in the same confidence we do.  

As tax preparers, we are prohibited by Internal Revenue Code Section 7216 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. Furthermore, as a member of the VSCPA engaged in income tax preparation or financial planning, we are generally prohibited from disclosing confidential client information about you to affiliates and nonaffiliated third parties without your specific consent, except as described above.  

3)  How Do We Protect the Confidentiality and Security of Your Personal Information?  

Keeping your information confidential and secure is of utmost importance to us. We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. We also maintain physical, electronic, and procedural safeguards to guard your personal information. In so doing, we restrict access to your personal information to those employees who need to know that information to provide products or services to you and to support service companies and financial institutions mentioned above. In turn, those companies are legally and contractually bound to maintain the privacy of any personal information shared with them. Additionally, our employees are bound by our employee code of conduct, applicable law, our Code of Professional Conduct, and nondisclosure agreements, where appropriate.  

4)  What if You Become a Former Client?  

If you become an inactive client or our relationship ends, we will continue to protect the confidentiality and security of your personal information pursuant to this privacy policy.  

Our Pledge to You 

As Certified Public Accountants, our professional ethical obligations and responsibilities have always demanded no less than the highest regard and duties toward the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it appropriately, and accomplish your engagements with us in a way that always maintains your trust and confidence in us.  

Other than what is described above, we won't share information about you with third parties to market products to you unless we tell you about it first and give you a chance to say no. 

We will reaffirm the policy annually, in writing, as long as you maintain an ongoing relationship with us or with any of our affiliates. While this policy may change from time to time, you can always review our current policy online at www.mcgintyandco.com.  

            In this privacy policy, the words "you" and "client" are used to mean any individual who obtains, or has obtained, a financial product or services from McGinty & CO LLC or its affiliates to be used primarily for personal, family, or household purposes.