Privacy Policy

 

 

PRIVACY POLICY

 

CPA’s like all other providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.  CPA’s have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law.  This policy is meant to ensure your protection of privacy.

 

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by yourself.  This information is collected during the process of providing personal services and is 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.  Examples of permitted disclosures include: providing information to unrelated third parties who need to know that information to assist us in providing services to you, peer reviews, or court subpoenas.   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 for several years 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.

 

We do not share, sell or lease any data that is given to us. We will not use personal information given us for Marketing or Promotional purposes.

 

 

 


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