Privacy Policy

FTP Consulting, Inc. (formerly Financial and Tax Planning, Inc.) shares your concerns about privacy. We realize that you have an expectation that we preserve the confidentiality of your personal information, even though we must collect it to provide the services you have requested. In our case, federal law does not change the way that we have always safeguarded your private information; it simply requires that we notify you about the way we handle and manage that information.

We want to assure you that we will continue to aggressively protect your interests and privacy. We maintain strict physical, electronic and procedural measures that comply with federal regulations to guard your personal information. Federal law now requires that we provide you with a client consent form to release or use your personal information to us or to others for any purpose other than the preparation of your tax return.

Before any information may be used by us other than to prepare and deliver your return to you, you will be asked if you wish to sign a "client consent statement" before we prepare your tax return. We cannot, without your consent, use your tax return information for purposes other than the preparation and filing of the return. Services which may require your tax return information include investment and asset counseling, tax planning, or other financial advice. By voluntarily signing this form, you expressly consent to the use of your tax information for the purpose of subsequently providing auxiliary tax and financial services to you.

Your personal information will always remain protected in accordance with our privacy practices as disclosed in this notice.

Our privacy policy may change from time to time. You may always find the latest version on our website at www.ftpwa.com. If you have any questions or would like more information, please don't hesitate to call us at (360) 459-8797.

 

FTP Consulting, Inc.

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