Privacy and Refund Policies
WILSON & QUIRK, LLC
632 St. Andrews Blvd.
Charleston, SC 29407
PROTECTING YOUR PRIVACY IS IMPORTANT TO US
We highly value your trust and confidence in us, and we want to assure you that your personal information is kept completely confidential by us. As Certified Public Accountants licensed in South Carolina, members of The American Institute of Certified Public Accountants and the S.C. Association of Certified Public Accountants, Wilson & Quirk, LLC adheres to laws, regulations and professional standards to ensure and protect the confidentiality of all client information.
TYPES OF PERSONAL INFORMATION WE COLLECT
In order to meet your needs in the course of tax preparation, tax and financial planning, and tax compliance engagements, we collect various types of personal information about you from the following sources:
Information that we receive from you when we meet with you in person or over the telephone, when you send us information by mail or email, on tax preparation worksheets or other documents used in preparing your tax returns or in providing other services to you. Such information may include, for instance, your name, address, birth date, social security number, income and investment sources and amounts and other tax and financial attributes about you.
Information about your transactions with us, our affiliates, or others. Such information may include, for instance, investment allocations and performance, investment objectives, parties to transactions, account balances and payment history.
Information we receive from you, or send to you, at your request if you contact us online. We will retain the information you provide us to deliver email messages to you. We may retain the content of your email messages, your email address and our subsequent responses to you.
PARTIES TO WHOM WE DISCLOSE INFORMATION
We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures may include providing information to our employees, or, in limited situations, to unrelated third parties who need that information to assist us in serving you. In all situations, we stress the confidential nature of the information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CLIENTS’ INFORMATION
No refunds with the exception of overpayments which would be credited to the clients account.