Privacy Policy
The U.S. Congress has been busy passing new laws this year which will affect most of our clients in 2001. Many of you have already heard about some of the provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001, such as the $300 (per taxpayer) refund check, which you should receive by October 1, 2001. Our CPA's have recently begun to analyze the details of this new tax law, and we will provide you with a summary of our analysis by September 1. Our website,, has a new financial tool which can assist you in evaluating the impact of the 2001 tax bill on your personal tax situation. If you have any questions about the impact the new law may have on your 2001 tax return, please call us and we can decide together how best to proceed with your 2001 tax planning.

Meanwhile, another new law, the Gramm-Leach-Bliley Act, requires us to inform you of our policy regarding personal information which you provide to us.

Tanis & Company Privacy Policy

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding the privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice, except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know certain information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients' Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please call us if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.