CPAs, like all providers of personal financial services are required by law to inform their clients of their policies regarding the privacy of client information. CPAs are bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we are committed to protecting your right to privacy.
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
We do not disclose any nonpublic information obtained from current and former clients 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 assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENT'S INFORMATION
We retain the records relating to professional services that we provide so that we are better able to assist you with your professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.