CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. Examples of sources for this information would tax preparation worksheets, tax return organizers and other forms.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose
any nonpublic personal information obtained in the course of our practice
except as required or permitted by law.
Permitted disclosures include, for instance, providing information to
our employees, and in limited situations, to unrelated third parties who need
to know that information to assist us in providing services to you. In all such situations, we stress the
confidential nature of information being shared.
Protecting the Confidentiality and Security of
Current and Former Clients’ Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
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Please call if you
have any questions, because your privacy, our professional ethics, and the
ability to provide you with quality financial services are very important to
us.