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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.
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
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.
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