Privacy Policy

Although Certified Public Accountants are not required to inform their clients of their policies regarding the privacy of client information, C.P.A.s have always been, and continue to be, bound by professional standards of confidentiality that are even more stringent than those required by state and federal law. Therefore, we have always protected our clients’ right to privacy.

Types of Nonpublic Personal Information We Collect: We collect nonpublic personal information about our clients that is provided to us by our clients or obtained by us with our clients’ authorization.

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 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 our clients. 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 that we provide so that we are better able to assist our clients with their professional needs and, in some cases, to comply with professional guidelines. In order to guard this nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards and applicable regulations.

Please contact us if you have any questions, because our clients’ privacy, our professional ethics, and the ability to provide our clients with quality services are very important to us.