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 from third parties 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
and with your personal approval. 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.
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.
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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