CPA’s, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client informa-tion. CPA’s 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.
- What type of personal information do you require?
We collect non-public personal information about you that is either provided to us by you or obtained by us with your authorization.
- Who do you disclose information to?
For current and former clients, we do not disclose any non-public 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 uinrelated 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.
- How do you protect 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 non-public personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.
Please call 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.