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 information.
Professional Standards
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.
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.