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 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 be aware that e-mail is not a secure method of transmitting data. It can be intercepted, read, and possibly changed. Due to the large volume of e-mails sent daily, the likelihood of someone intercepting your e-mail is relatively small, but does exist. We will communicate with you via e-mail, if you are willing to accept this risk.
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.
