Privacy Notice

Gate Key Financial Inc, focuses on implementing fair information practices that are designed to protect your privacy Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

At Gate Key Financial Inc., we prioritize your privacy by handling your personal information with the utmost confidentiality, sharing it only with necessary firm members or as legally required. We will not disclose your information to external parties without your explicit written consent, and while we protect the confidentiality of the information you provide during tax return preparation, it is important to note that such information is not protected from the IRS. If you require confidentiality that is shielded from IRS inquiry, we recommend discussing this with us to determine if legal consultation is appropriate.