Privacy

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 It is the policy of this office to handle the information you provide  to us with the utmost confidentiality and care. 

I do not disclose any  nonpublic personal information about our clients or former clients to  anyone, except as requested by our clients or as required by law.

Your privacy is important. This website is only an informational website.  Any correspondence with you will be through  email, phone, or postal service. Please do not send confidential  information through email. Use the Guest Portal to share  documents and personal information between office and clients securely.   An account to upload documents will be created. This portal is for  short term storage, no documents will remain there, however, this office  will have all documents used to create your return.

In order for Paul Laird EA. to provide tax preparation services, tax  planning, consultation, and accounting services, we need to collect  nonpublic personal information about you from various sources, including  but not limited to:

• Interviews regarding your tax situation
• Applications, organizers  or other documents that supply such  information as your name, address, telephone number, Social Security  Number, number of verified  dependents, income, and other tax-related  data
• Tax-related documents you provide that are required for processing  tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and 1099-B  brokerage.
• Banking information.  For our office to provide services including  direct deposit (refunds) or direct debit (for federal and state payments  and/or for our services), we must collect your banking information.   Any transaction we process must include a signed authorization from you,  verifying the account.



I maintain physical, electronic, and procedural safeguards that  comply with federal regulations to guard your personal information.complex cases like real estate, investments, and crypto. Dedicated to personalized service, he offers expert guidance in-person or online, ensuring your financial success.