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 outside unrelated third parties who assist us in providing services to you. The third parties are either independent contractors brought in to help in entering tax information, outside third party processing centers hired to keypunch tax information or outside third parties used to calculate items for which we need their expertise such as actuaries or appraisers. In such situations, we stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former
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
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.