Serving the Tucson area since 1996, Steven A. Phillips, CPA and Linn, Phillips and Associates provides detailed accounting, tax preparation, and payroll services. Our team takes care assisting you with any and all accounting questions or concerns you may have. Our team values client needs and seeks to meet every expectation set upon us.
It has always been our policy to keep all information we collect from you confidential from all sources. We restrict access to all nonpublic personal information about you to members of our company who need to know that information to provide services to you. We do collect nonpublic personal information about you from the following sources:
Information we receive from you on tax preparation organizers, worksheets, Federal and State tax reporting forms, and from other documents we use in tax preparation or related services.
Information about your transactions with us and others.
Information we may receive from outside agencies such as banks and brokerage houses.
Requirements to comply with federal, state, or local law.
Requirements to comply with national, state, or local licensing rules.
Requirements to disclose information in response to legal subpoenas.
Items you permit or request us to disclose, as authorized by you in writing with signature.
Information you authorize us to disclose by signing our engagement letter to electronically file your return.
As a part of our privacy policy, we have an active data information security plan. As per IRS requirements, our firm retains a Written Information Security Plan (WISP).