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
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 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, 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.
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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.
