Privacy Policy

PRIVACY POLICY—STEPHEN MOORE, JD, EA

(Revised January 24, 2019)

FACTS: WHAT DOES Stephen Moore, JD, EA, DO WITH YOUR PERSONAL INFORMATION?

Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What? The type of personal information we collect and share depend on the product or service you have with us. This information can include:

(1) Social Security number and “tax information” needed to perform tax-related work requested.

(2) Names of persons and addresses, cities, states, ZIP Codes, and countries.

(3) Telephone numbers and website domain names, IP addresses, and email addresses.

When you are no longer our customer, we continue to share your information as described in this notice.

How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Stephen Moore JD, EA, chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information:

(1) For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.

(2) For our marketing purposes—to offer our products and services to you.

(3) For joint marketing with other financial companies.

(4) For our affiliates’ everyday business purposes—information about your transactions and experiences.

(5) For our affiliates’ everyday business purposes—information about your credit worthiness.

(6) For our affiliates to market to you.

(7) For nonaffiliates to market to you. 

Does Stephen Moore, JD, EA, share your personal information? 

(1) For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus? YES.

Tax return preparation, tax audits, administrative tax appeals, and tax lobbying necessarily involve collecting personal and/or tax information.

(2) For our marketing purposes—to offer our products and services to you? YES.

(3) For joint marketing with other financial companies? NO.

(4) For our affiliates’ everyday business purposes—information about your transactions and experiences? NO.

(5) For our affiliates’ everyday business purposes—information about your credit worthiness? NO.

(6) For our affiliates to market to you? NO.

(7) For nonaffiliates to market to you? NO.

Can you limit this sharing of your personal information?

(1) For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus? NO, BUT THAT DEPENDS ON THE FACTS AND APPLICABLE GOVERNING LAW (e.g., the “accountant-client privilege” and “work product doctrine” may prohibit sharing a customer’s or client’s confidential “tax information” with tax authorities under certain circumstances). 

(2) For our marketing purposes—to offer our products and services to you? NO.

(3) For joint marketing with other financial companies? NO.

(4) For our affiliates’ everyday business purposes—information about your transactions and experiences? NO.

(5) For our affiliates’ everyday business purposes—information about your credit worthiness? NO.

(6) For our affiliates to market to you? NO.

(7) For nonaffiliates to market to you? NO.

Questions? Call the main phone number or go to https://www.stephenmoore.us to find pertinent contact information.

Who we are

Who is providing this notice? Stephen Moore, JD, EA, Lincoln, Nebraska, USA.

What we do

(1) How does Stephen Moore, JD, EA, protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. Stephen Moore, JD, EA, deploys its “Data Security Plan” as required by the Federal Trade Commission and Internal Revenue Service.

(2) How does Stephen Moore, JD, EA, collect my personal information? We collect your personal information, for example, when you:

(1) Request an appointment or provide it knowingly or negligently.

(2) Become a customer/client or grant a tax-related Power of Attorney.

(3) Use the Stephen Moore, JD, EA, website or its related software.

(3) Why can’t I limit all sharing?

Federal law gives you the right to limit only:

(1) Sharing for affiliates’ everyday business purposes—information about your credit worthiness.

(2) Affiliates from using your information to market to you.

(3) Sharing for nonaffiliates to market to you.

State laws and individual companies may give you additional rights to limit sharing.

Definitions

(1) Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies.

Stephen Moore, JD, EA, has no affiliates.

(2) Nonaffiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Nonaffiliates of Stephen Moore, JD, EA, include, e.g., Internet access, website hosting, computerized device security software, telecommunications, and software-as-a-service companies.

(3) Joint Marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

Stephen Moore, JD, EA, has no joint marketing agreements.

Other important information

To help protect against identity theft and to help safeguard customer/tax information, use common sense, exercise wise judgment, guard your personal/tax information, and ensure that your computerized devices (e.g., personal and/or business computers, tablets, cell phones, telephones, Internet access modem(s), WiFi router(s), and/or WiFi access point(s)) are functioning properly with the most recent operating system(s), firmware, firewalls, anti-virus, anti-malware, and other software updates BEFORE using them to access the Internet; the Stephen Moore, JD, EA, website; other websites; email; text messaging; FAX services; and phone and/or video calling services on any such device. Also, exercise common sense and wise judgment whenever using any mail delivery service to conduct any financial or tax-related business. Significantly, any use of the Stephen Moore, JD, EA, website at www.stephenmoore.us and/or any of its related software-as-a-service (if any), constitutes automatic consent by you and/or any related party to the terms of that website’s “Terms of Use and End-User Agreement”, “Privacy Notice and Cookies Policy—Stephen Moore, JD, EA, Website”, and “PRIVACY POLICY—STEPHEN MOORE, JD, EA”, and that website’s elements, components, features, content, general access areas, paid-for access areas, and/or software-as-a-service (if any), any and/or all of which may be changed or terminated unilaterally at any time in the sole discretion of Stephen Moore, JD, EA.