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 CPAs, like all providers of personal financial services, are now
required by law to inform 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 third parties who assist
us in providing services to you, such as CCH Incorporated, the vendor
providing us with our tax compliance software, ProSystem fx Tax. 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 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.
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