CPAs have been, and continue to be, bound by professional standards of confidentiality that are even more stringent than those required by lawyers. Protecting the privacy and personal nature of your financial and tax information is one of our most important responsibilities and functions as your CPA. We take this responsibility very seriously.
We collect nonpublic personal information about you that is either provided by you or obtained by us with your authorization. This information is used in the preparation of your tax returns or to help us serve any of your other financial needs.
We will not disclose any nonpublic personal information about our clients obtained in the course of our practice except as required by law. Permitted disclosures include, for instance, providing information to our staff and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all situations, we stress the confidential nature of information being shared. We do not, and never will, sell any information about you to third parties. We restrict access to your personal information to the above situations only.
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.
We will update and improve our policies where necessary to ensure that your privacy is maintained and that we conduct our practice in a way that fulfills our commitment to you and your confidence in us.
Please contact us if you have questions relating to this document. Your privacy, our professional ethics, and the ability to provide you with quality financial services mean everything to us.