Privacy Policy
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, I have always protected your
right to privacy.
Types of Nonpublic Personal
Information We Collect:
I collect nonpublic personal
information about you that is provided to me by you or obtained by me with your
authorization.
Parties to Whom We Disclose
Information
For current and former clients,
I do not disclose any nonpublic personal information obtained in the course of
my 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 me in providing services to you. In all such situations, I stress the
confidential nature of information being shared.
Protecting the Confidentiality and
Security of Current and Former Clients’ Information
I retain records relating to
professional services that I provide so that I am 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, I maintain
physical, electronic, and procedural safeguards that comply with my professional
standards.
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Please call if you have any questions,
because your privacy, my professional ethics, and the ability to provide you
with quality financial services are very important to me.