CPA's, like all providers of personal financial services, are now required by the new Gramm-Leach-Bliley Privacy Act to inform their clients of their policies regarding privacy of client information. CPA's have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
TYPES OF NON-PUBLIC PERSONAL INFORMATION WE COLLECT
We collect non-public personal information about you that is 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 or sell any nonpublic personal information obtained in the course of our practice as required or permitted law. With proper authorization from you the permitted disclosures include, for instance, providing information to unrelated third parties who need 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 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 non-public personal information, we maintain the highest physical and electronic safeguards that exceed the professional standards required of CPA's.
Please contact us if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services is very important to us.