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CPA’s,
like all providers of personal financial services,
are required by law to annually 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. Therefore, we have always protected your right
to privacy.
Types of Nonpublic Personal
Information We Collect
We collect nonpublic personal information about 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, providing
information to our employees, and in limited situations,
to unrelated third parties who need to know such
information to assist us in providing you with the
best service. In all situations, we stress the confidential
nature of the information being shared.
Protecting the Confidentiality
and Security of Current and Former Clients’ Information
We retain records relating to professional services
that we provide in order to better 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, which comply
with our professional standards. |
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