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
I collect nonpublic personal information about you that is provided to me by
you or obtained by me from third parties with your authorization.
Parties to Whom We Disclose Information
For current and former clients, I 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, I stress the confidential nature of information
being shared.
Protecting the Confidentiality and Security of Current and Former Clients’
Information
I retain records relating to professional services that I provide so that I am
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, I maintain physical, electronic, and procedural
safeguards that comply with our professional standards.
*********************
Please call if you have any questions, because your privacy, my professional
ethics, and the ability to provide you with quality financial services are very
important to me.
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
I collect nonpublic personal information about you that is provided to me by
you or obtained by me from third parties with your authorization.
Parties to Whom We Disclose Information
For current and former clients, I 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, I stress the confidential nature of information
being shared.
Protecting the Confidentiality and Security of Current and Former Clients’
Information
I retain records relating to professional services that I provide so that I am
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, I maintain physical, electronic, and procedural
safeguards that comply with our professional standards.
*********************
Please call if you have any questions, because your privacy, my professional
ethics, and the ability to provide you with quality financial services are very
important to me.
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