Security & Privacy

Pikula Tax, Inc. is dedicated to securing and protecting your information.

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. It is our policy to keep all of your personal and business matters private and confidential to the fullest extent. In accordance with federal law, in no case will we disclose your tax return information to any location outside of the United States, to another tax return preparer outside of our firm, or to any other third party for any purpose without first receiving your consent. The firm also has a Written Information Security Plan (WISP) focusing on physical, technical, and administrative safeguards in place for protecting your information.

One security measure that we have in place is the use of our secure online client portal TaxDome. You can find their technical security measures here https://taxdome.com/policies/security. We also encourage users to turn on two-factor authentication (2FA) with their TaxDome account. You can find instructions for doing that here https://client-help.taxdome.com/article/60-two-factor-authentication-2fa.

You should also be aware that anything you tell us over the course of the engagement is confidential, but does not constitute privileged communications protected from the IRS. Privileged communications 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 that you provide us as confidential, tax 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.