All providers of personal financial services, including CPA firms, are now required by law to inform their clients of their policy concerning the privacy of client information. We have always protected your rights to privacy, since our professional standards of confidentiality are more stringent than those required by law.
We do collect nonpublic personal information about you, which you provide to us or authorize us to obtain from others. We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.
Your information will be shared with the owners and employees of our firm who need to know this information in order to complete the work that you have retained our firm to do. If we contact other service providers, with your permission, we emphasize the confidentiality of your information. Standard procedures, both physical and electronic, are in place to protect your information from unauthorized access.
We will not disclose your personal and confidential information to any person or organization outside our firm without your permission. You have our assurance that all information you provide to us will be held in the strictest confidence.
Our ability to provide you with quality financial services is very important to us. Please call us if you have any questions about our policies.
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