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.
