Do not use public inquiries for tax records
Do not submit returns, taxpayer identification numbers, bank information, payroll files, or account credentials through this website’s public inquiry form or ordinary email.
Applicability depends on the service
Where separately contracted work involves tax preparation or taxpayer information, assess applicable Internal Revenue Code disclosure and use restrictions, including Section 7216, and FTC Gramm-Leach-Bliley Act Safeguards Rule requirements. Tax preparation firms can fall within the FTC rule.
IRS Publication 4557 provides taxpayer-data security guidance. A footer statement does not establish a written information security plan, vendor oversight, or completion of required safeguards. Confirm these operational requirements before receiving the records.
Permission and approved systems
Use authorized systems and required client consent or agreements. Do not use tax information for unrelated purposes or upload it into unapproved AI tools. Engagement-specific notices and controls must address the actual service.
Official reference resources
- FTC Safeguards Rule guide (opens in a new tab)
- IRS tax professional security resources (opens in a new tab)
Resources can change. Refer to current requirements for the particular service; links do not establish endorsement or certification.
Questions about these policies?
support@melissafrierson.comPlease keep patient, tax, account, and confidential client information out of public forms and ordinary email. Agree on an authorized exchange method first.