All our employees are required to sign non-disclosure/confidentiality agreements before they join BCW Agency. Each employee is bound by the agreement and is not allowed to divulge client information to anyone within and outside the company unless there is a question related to the preparation of the client engagement. Bookkeepers, tax preparers, and reviewers share information only through their direct supervisors.

IRS regulations on the unauthorized disclosure or use of tax return information went into effect on January 1, 2009. As per the new IRS Section 7216 regulations, the following types of consent will be obtained from BCW Agency customers:

Consent to disclose tax return information to be used for disclosure of the return information to (among others) your client’s banker or mortgage broker.

Consent to disclose tax return information to a specific financial planning/investment firm.
Consent form covering the use of the tax return information by the preparer to disseminate firm newsletters, press releases, webcasts, and hiring announcements to individual clients.

A non-compete clause introduced to associates is part of all agreements and our security policy. The non-compete clause (NCC) or covenant not to compete (CNC) protects our client’s proprietary and confidential information including client lists and business practices.