CPA’s like all other providers of personal financial services are now required by law to inform their clients of their policies regarding privacy of client information. 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.
Examples of sources from which we collect information from you:
Client interviews, Tax Return Organizers, Bank Statements, etc
To properly prepare your income tax return or provide tax planning, bookkeeping/outsourced accounting, and business consulting services, we collect information from you in written form, by phone, online, by mail, and in personal interviews and consultations conducted by our team, as well as by information we collect from others with your authorization.
This is information about your transactions with us and includes information necessary for billing and payment for our services. Transaction information would also include your payment history with us, billing records, and any collection effort engaged in by us for payment of services rendered to you.
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 without your consent 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.
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.