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 of privacy.
Types of nonpublic personal information we
collect
We collect nonpublic personal information about
you that is provided to us by you or obtained by
us with your authorization.
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 client's
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.
********************
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.
