PRIVACY POLICY
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 either
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.
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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