At Ciampi Tax, safeguarding your personal data is a core value. Our policies exceed legal and professional obligations, incorporating advanced technology to ensure the security, privacy, and confidentiality of all client information.

Identity theft is a serious threat, and protecting your information extends beyond our efforts. Once your tax records, financial statements, or other documents with personal information are no longer needed, you should dispose of them securely by shredding them, rather than discarding them in the trash. Taking these precautions helps prevent unauthorized access to your sensitive information.

Ciampi Tax provides a copy of your tax return at the time of filing. If you need an additional or electronic copy, you can request one by emailing associate@ciampitax.com. There is a fee of $75 per copy per tax year requested.

This fee covers the time and effort required to retrieve and securely release confidential information, ensuring your data is handled with the utmost care and security.

The length of time you should retain records depends on the type of document and the transactions involved. Here are some general guidelines:

• Tax Returns: Keep tax returns for at least 3 years (the general rule). However, the IRS can go back 6 years if you omit more than 25% of your income. If fraud is proven, there is no time limit.
• Real Estate Records: Retain documents that establish the basis of your property until at least 3 years after selling or disposing of the property.
• Securities Sales (e.g., stocks or mutual funds): Keep records until 3 years after the sale.
• Business Payroll Records: Maintain payroll tax records (W-4 forms, payroll returns, tax deposits) for at least 4 years after the due date for employees to file their income tax returns.
• Worker Health Coverage Forms: Retain these for at least 3 years after the filing deadline.
• Assets and Depreciation Records: Keep documents related to asset costs and depreciation schedules for as long as you own the assets, and for several years after disposing of them—often decades.

Proper record retention ensures you have the necessary documentation to resolve tax questions or support audits if needed.

You will be billed upon completion of services. Payment is due upon the receipt of the invoice and prompt attention is appreciated.

Ciampi Tax offers multiple payment options for your convenience:

• Debit or Credit Card Payments: Pay securely through our encrypted online payment platform or in person. For in-person payments, you will receive a paper receipt from our credit card reader. Online users who provide an email address during the payment process will receive a confirmation email.
• Personal Checks: Make checks payable to Ciampi Tax and Financial Services LLC. Checks can be dropped off in our locked drop box or mailed to our office. Your canceled check will serve as your receipt.

Please note that we do not accept cash application payments (e.g., Venmo, Cash App). Full payment is required prior to tax return package pickup or mailing.