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.
We collect non-public personal information about you that is provided to us by you or obtained by us with your authorization. All information we collect is either: (1) required by law, (2) required by the professional standards under which we operate, or (3) required in order for us to provide services to you.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any non-public 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 protect your non-public 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.
Circular 230 Notice Requirement: This communication is not given in the form of
a covered opinion within the meaning of Circular 230 issued by the United
States Secretary of the Treasury. Thus, we are required to inform you that you
cannot rely upon any tax advice contained in this communication for the purpose