Disclaimer

The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter. No recipients of content from this site, clients or otherwise, should act or refrain from acting on the basis of any content included in the site without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from an attorney licensed in the recipient’s state. The content of this Website contains general information and may not reflect current legal developments, verdicts or settlements. TaxProAdvocate and John H. Spurgeon and associates expressly disclaims all liability in respect to actions taken or not taken based on any or all the contents of this Website.

Any information sent to TaxProAdvocate and John H. Spurgeon and associates by Internet e-mail or through the Website is not secure and is done so on a non-confidential basis. Transmission of information from this Website does not create an attorney-client relationship between you and TaxProAdvocate and John H. Spurgeon and associates, nor is it intended to do so. The transmission of the Website, in part or in whole, and/or any communication with us via Internet e-mail through this site does not constitute or create an attorney-client relationship between us and any recipients.

Disclosure Notice – Privacy Policy
Under the Gramm-Leach-Bliley Act, Public Law 106-10

Privacy Policy for TaxProAdvocate, John H. Spurgeon and Associates
Attorneys who provide tax planning or tax preparation services, may be required by federal law to inform their clients of their policies regarding privacy of client information. Attorneys have been and continue to be bound by professional ethical standards of confidentiality imposed by the State Bar and the laws of California. Our office takes these professional standards seriously and have always protected your right to privacy. Please understand that our office never gives any personal client information to third parties without our client’s permission.
Types of Nonpublic Personal Information We Collect
Our office only collects nonpublic personal information about you that is provided to us by you or obtained by our office with your authorization.
The Firm is committed to the protection of your privacy, and will treat all of the information you provide through the Firm Web site, including your registration information, with the utmost respect. Nevertheless the transmission of information to or from this Website does not create an attorney-client relationship between you and the TaxProAdvocate,  nor is it intended to do so. Nor does any communication with us via Internet e-mail through this Website constitute or create an attorney-client relationship between us and any recipients. You SHOULD NOT send confidential information or information that you regard as privileged to TaxProAdvocate. The content of any correspondence you send via the Internet will not be considered confidential unless you have received written confirmation of the formation of an attorney client relationship.
Nonpublic Personal Information. The term “nonpublic personal information” includes any personal information such as your address and social security number, and personally identifiable financial information obtained by our office.
Nonpublic Financial Information. The term “personally identifiable financial information” means any financial information obtained about you resulting from the services provided by our office. This includes, but is not limited to, tax information and liabilities, and information about your assets such as account numbers, values, and history, if applicable. The fact that you have obtained tax services from our office is also considered “personally identifiable financial information.”
Parties to Whom We Disclose Information
For current and former clients, our office never discloses any nonpublic personal information obtained in the course of our practice except as required or permitted by law or authorized by our client. Permitted disclosures include, for instance, providing information to employees of this office (who also are required to maintain confidentiality within the office), and in limited situations and with your consent, to unrelated third parties such as your accountants, financial advisors, insurance agents, financial institutions and government authorities in connection with your tax returns, who need to know that information to assist our office in providing services to you. In all situations, our office stresses the confidential nature of information being shared and the fact that it is not to be disseminated to unrelated third parties absent your express permission.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
Our office retains records relating to professional services that we provide you so that we are better able to assist you with your estate planning, estate administration, and tax planning needs. In order to guard your nonpublic personal information, our office maintains physical, electronic, and procedural safeguards that comply with professional ethical standards and federal regulations to guard your nonpublic personal information.