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 nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. This information is vital to the services that we provide to you, and is also in many cases, highly sensitive.
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 in order to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared, and take all appropriate measures to confirm that any and all data is marked as confidential.
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
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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.