You provide us with information that you entrust to us. Your privacy and maintaining confidentiality of your personal information are the highest priorities and responsibilities at every staff level of our firm. Not only is it good business – you expect it and it is required in this day and age of technology.
Why You Are Receiving this Notice
Types of Information We Collect
We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use the information that you provide to conduct audits, prepare income tax returns, provide financial planning services to you (at your request), and/or perform other procedures that you engage us to perform.
Examples of sources from which we collect information include—
-interviews and phone calls with you,
-letters and emails from you,
-tax return or financial planning organizers,
-financial history questionnaires, and
-other documents provided by you on behalf of yourself, your family, or your company/organization.
Except as otherwise described later in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you.
Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone without your permission. However, to the extent required by law and applicable regulatory requirements, certain nonpublic information about you may be disclosed.
Thank you for allowing us to serve your accounting, auditing, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted advisor, and we will work to continue earning your trust.