At Ratliff Accounting & Tax, your privacy matters to us. We understand that sharing your financial and personal information can feel vulnerable, and we want you to know that we take that responsibility seriously.
As part of the work we do together, we may collect nonpublic personal information from you, such as:
Details you share during consultations about your tax or financial situation
Information provided through organizers, applications, or other documents, including your name, address, phone number, Social Security Number, dependent information, income, and other tax-related data
Tax documents needed to prepare your return, like W-2s, 1099s, investment records, and similar forms
We want to be clear: we do not share your information with anyone—current clients or former—unless you give us written permission, or we are legally required to do so.
Access to your information is limited only to those on our team who need it to do their job and serve you. We also use secure systems and follow all federal guidelines to keep your information safe, whether it's stored electronically or in physical files.
If you have any questions or concerns about how your information is handled, please don’t hesitate to reach out.
📞 (708) 580-6548
✉️ info@ratliffaccountingtax.com