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, we always have and always will do our best to protect your right to privacy.

Types of non-public personal information we collect

We collect non-public personal information about you that is either 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 non-public personal information obtained in the course of our practice, except as required or permitted by law. For instance, permitted disclosures include 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 which 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 which comply with our professional standards.