Client Privacy Policy
Fouts Financial Group  .  Mary Rae Fouts, EA
Effective August 1, 2019.  Subject to change without notice.
  
  • When providing Tax Services, Insurance Consulting Services, Annuity Consulting Services, and Expert Witness Services as a Consulting Expert Witness, Mary shares Client non-public information with third parties when such third parties need to know the information so that Mary can carry out the professional services for which she has been retained.  Client non-public information will also be shared with third parties if required by law pursuant to a matter in which the Client is a party, or when specifically requested by the Client.  Before providing Client information to third parties in matters not required by law, Mary reviews the Privacy Policy of the third party to ascertain the provided Client information will be kept secure, not shared with other parties, and used only for the sole purpose(s) the Client information was provided.

  • Client Information Subject to Disclosure to Taxing Authorities:  Tax Return and Tax Form Preparation is not protected by Advisor-Client privilege.  Information and documents obtained and prepared by Mary in the course of providing Tax Preparation Services, including prepared tax returns and tax forms, are not protected from disclosure to the Internal Revenue Service and State and Local Taxing Authorities.  Advisor-Client privileged communication  protected from disclosure to Taxing Authorities is limited to tax advice provided by Mary to Clients in non-criminal tax matters taking place before a Taxing Authority or Court, including non-criminal IRS Audits and Tax Collection Proceedings.
 
  

Mary Rae Fouts, EA recognizes the critical  importance of safeguarding the privacy of Client non-public information, and maintains the following Client Privacy Policy.

 
  

 

  • Mary does not rent or sell Client non-public information.

  • Mary does not disclose the names of Tax Services, Insurance Consulting Services, Annuity Consulting Services, and Consulting Expert Witness Services Clients for marketing or promotional purposes.
     
  • The Fouts Financial Group website (https://FoutsFinancialGroup.com) and Mary's blog Thoughts from Mary Rae Fouts (https://MaryRaeFouts.blogspot.com) use cookies to track information about visits to the sites.  Mary does not use site visitor information for marketing or promotional purposes, nor does she share site visitor information with any outside party.

  • Mary receives Client non-public information in the normal course of providing Tax Services, Insurance Consulting Services, Annuity Consulting Services, and Expert Witness Services.  As required by regulations issued by the Federal Trade Commission ("FTC"), Fouts Financial Group maintains regulatory-compliant physical, electronic, and procedural safeguards to protect the privacy of such information, including information related to Client privacy, Client financial privacy, Client documents and records, and Client electronic data and communications.
 
  
  • When providing Expert Witness Services as a publicly disclosed Designated (testifying) Expert Witness, the identify of prior Clients and the corresponding litigation, divorce, or arbitration matter in which Mary provided Designated Expert Witness Services may be disclosed, if required during the current litigation, divorce, or arbitration proceeding.
 
  

Please contact the office if you have questions about this Client Privacy Policy.