Certified Public
Accountants, 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 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 instances, 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 do not hesitate to contact
us 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.
