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This web site is provided by Mark Sullivan Consulting, PLLC as a service to the public and is intended to provide general information only to readers.

The information and material contained on this site do not constitute legal advice. Therefore, the information provided is not intended for the use in any specific case and should not be used as such.

Use of and access to this web site do not create in any way an attorney-client relationship between the Mark Sullivan Consulting, PLLC and the user or viewer of this information.

Neither your sending of an e-mail nor the reading of such e-mail by any representative at Mark Sullivan Consulting, LLC creates an attorney-client relationship. Be sure to discuss your specific situation with an representative. 

Privacy Policy


The law requires that Enrolled Agents and all other personal financial service providers disclose their privacy policies to clients in a written notice.  These policies pertain to non-public personal information about current and former clients.


Of course, Mark Sullivan Consulting, PLLC has always protected your right to privacy with professional standards that are even more stringent than those required by law.

In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide you.  We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an ‘as-needed’ basis.


Non-public personal information is never collected without your authorization, and we do not disclose such information except as required or permitted by law.  Permitted disclosures include third parties who assist us in providing services to you, such as the vendor providing us with our tax compliance software.

Records Retention Policy

Designated retained written and electronic records containing PII will be destroyed or deleted at the earliest opportunity consistent with business needs or legal retention requirements.

It is Firm policy to retain no PII records longer than required by current regulations, practices, or standards.

  1. In no case shall paper or electronic retained records containing PII be kept longer than 6 Years.

  2. Paper-based records shall be securely destroyed by cross-cut shredding or incineration at the end of their service life.

  3. Electronic records shall be securely destroyed by deleting and overwriting the file directory or by reformatting the drive where they were housed or destroying the drive disks rendering them inoperable if they have reached the end of their service life.

Written Information Security Plan (WISP): This Document is available to Clients by request and with consent of the Firm’s Data Security Coordinator.

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