| 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. 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 Condifentiality
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 quality financial services are very important
to us.
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