Privacy Policy | TSG Strategies Group

Client Information, Privacy Policy, and Notice Regarding Confidentiality

You may have concerns about the confidentiality of the information you share with our firm. It is the policy of TSG Strategies Group to treat all personal and business information with strict confidentiality, to the fullest extent permitted by law.

The Federal Trade Commission requires tax preparation and advisory firms to provide notice of their privacy policies. This notice applies to all services provided by TSG Strategies Group, including tax planning and advisory services, tax preparation, CFO advisory services, financial assessments, bookkeeping, payroll support, and related financial management engagements.

Confidentiality of Client Information

We handle all information you provide to us with the utmost care and confidentiality. Your personal and business information is accessed only by members of our firm who require that information to perform the services you have engaged us to provide.

We do not disclose your information to third parties outside our firm without your express written authorization, except where disclosure is required by law. If a third party such as a lender, investor, or regulatory body requests information, we will not respond unless you have provided written consent or we are legally obligated to do so.

This confidentiality standard applies to all client engagements, including CFO advisory, tax planning, tax preparation, financial assessments, and bookkeeping services.

Use and Sharing of Information for Tax Planning Services

Information provided for tax planning and advisory purposes may include tax returns, financial statements, transaction data, entity structures, compensation details, investment activity, and other personal or business information relevant to evaluating tax positions and planning opportunities.

Such information is used solely for the purpose of providing tax planning analysis, modeling potential outcomes, identifying planning strategies, and coordinating implementation steps as authorized by you.

In certain cases, effective tax planning may require coordination with third parties such as payroll providers, bookkeeping platforms, legal counsel, financial institutions, or other professional advisors. Any sharing of information for these purposes will be limited to what is necessary and will occur only with your knowledge and consent, unless otherwise required by law.

We do not sell, license, or otherwise disclose tax planning data for marketing or non service related purposes.

Use of Information for CFO Advisory and Bookkeeping Services

Information shared during CFO advisory, financial assessment, or bookkeeping engagements may include accounting records, payroll data, banking information, operational metrics, and system access credentials. This information is used exclusively to support financial reporting accuracy, cash flow analysis, performance measurement, and strategic decision support.

We maintain administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, or misuse.

Privileged Communications and Legal Limitations

Information shared with us in connection with tax planning and advisory services may, in limited circumstances, qualify for federally authorized tax practitioner privilege. This privilege applies only to non criminal tax advice related to matters before the Internal Revenue Service or non criminal tax proceedings in federal courts.

Tax return preparation, bookkeeping services, CFO advisory services, financial assessments, and operational support engagements are not generally protected by advisor - client privilege. While we treat all information as confidential, such information may be subject to disclosure if required by law or regulatory authority.

If you believe a matter requires legally privileged communications, you should advise us in advance so we can discuss whether consultation with a qualified attorney is appropriate.

Our Commitment to Clients

At TSG Strategies Group, confidentiality is fundamental to our client relationships. While legal and regulatory frameworks define the limits of privilege, our internal standard is to treat all client information with discretion, professionalism, and respect.

If you have questions about this privacy policy or how your information is handled, please contact our office directly.