CPAs and Financial Advisors like all
providers of personal financial services are now required by law
to inform their clients of their policies regarding privacy of
client's information. CPAs and Financial Advisors 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 rights to privacy.
Types of Nonpublic Personal Information
We collect nonpublic personal
information about you that is provided by you or obtained by us
with your authorization to prepare your personal income tax
returns and provide personal financial planning for you.
Parties to Whom We Disclose Information
We do not disclose any nonpublic
personal information obtained in the course of our practice
except as required or permitted by law.
Confidentiality and Security of Non public Personal 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. We restrict access to
nonpublic personal information about you 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 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.