At Kushner & Symington LLC, we understand that confidentiality is a top priority for our clients. You entrust us with sensitive personal and business information—and we take that responsibility seriously.

It is our firm policy to protect your privacy to the fullest extent permitted by law. All information you share with us is handled with the highest level of care, professionalism, and discretion.

Client Information, Privacy Policy & Notice on Advisor–Client Privileged Communications

• In accordance with Federal Trade Commission regulations, we are required to provide an annual statement outlining our privacy practices. Below is a summary of how we handle and safeguard your information:

• All personal and financial data you provide is treated as strictly confidential.

• Access to your information is limited to authorized members of our team who need it to perform the services you’ve engaged us to provide.

• We do not disclose your information to any third party without your explicit, written consent—unless we are legally obligated to do so.

For example, if a third party (such as a mortgage lender) requests a copy of your tax return or other related documents, we will only respond once we receive your written authorization.

Understanding the Limits of Confidentiality

It’s important to understand that while all information shared during tax return preparation is considered confidential, it is not necessarily privileged. Advisor-client privilege does not apply to return preparation services and does not protect communications from the IRS.

Privilege only applies in certain cases involving non-criminal tax advice or proceedings in federal court. If you believe your situation may involve legal risk or require protected communications, we strongly recommend discussing the matter further so we can determine whether you should consult with an attorney.

Referrals Are Always Welcome

Referrals are the lifeblood of our business and one of the greatest compliments we can receive. We are honored when clients recommend our services to friends, family, and colleagues.

Rest assured, any referrals you send our way will receive the same personalized attention and professional service you have come to expect from our firm.

Please note: your personal, financial, and tax details will never be shared with those you refer—your privacy remains fully protected.

A Note of Appreciation

Referring someone to our firm is an expression of your confidence in the work we do—and we do not take that lightly.

Whether it’s a business owner seeking guidance or an individual who finds tax preparation overwhelming, we are here to help. Every referral is treated with care, respect, and the same commitment to excellence that defines our client relationships.

Thank you for choosing Kushner & Symington LLC. It is our privilege to serve you.