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NEW CLIENT INFORMATION FORM: PLEASE PROVIDE PAST 2 YEARS OF TAX RETURNS BOTH FEDERAL AND STATE. PLEASE DO NOT EMAIL SENSITIVE INFORMATION. YOU MAY FAX (7326767639), MAIL, OR UPLOAD DOCUMENTS TO OUR
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Please do not e-mail is a notification or directive indicating that communication should not be conducted via email, often used for sensitive matters.
Typically, it applies to individuals or organizations handling sensitive information, such as financial institutions or government entities dealing with confidential data.
Filling out the directive involves clearly stating the reasons for avoiding email communication, the preferable communication methods, and any specific details relevant to the context.
The purpose is to safeguard sensitive information by preventing potential data breaches that could occur through unsecured email channels.
The information typically includes the nature of the sensitive data, contact information for alternative communication methods, and instructions for secure communication.
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