Introduction
CPAs, as providers of personal financial services, are 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 more stringent that even those required by law. As such, we have always safeguarded your right to privacy.
Types of Non-public Personal Information We Collect
We collect non-public information about you that is provided to us by you or obtained by us from third parties subsequent to your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any non-public personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for example, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing our 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 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 and legal guidelines. In order to guard your non-public information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please contact us if you have any questions regarding this policy, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.