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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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