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PRIVACY POLICY
CPAs,
like all providers of personal financial services, are now required
by law to inform their clients of their policies regarding privacy
of client information. CPAs have been and continue to be bound by
professional standards of confidentiality that are even more stringent
than those required by law. Therefore, I have always protected your right to privacy.
TYPES
OF NONPUBLIC PERSONAL INFORMATION I COLLECT
I
collect nonpublic personal information about you that is either provided
to me by you or obtained by me with your authorization.
PARTIES
TO WHOM I DISCLOSE INFORMATION
For
current and former clients, I do not disclose any nonpublic personal
information obtained in the course of my practice except as required
or permitted by law. Permitted disclosures include, for instance,
providing information to my employees and, in limited situations,
to unrelated third parties who need to know that information
to assist me in providing services to you. In all such situations, I stress the
confidential nature of information being shared.
PROTECTING
THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS' INFORMATION
I
retain records relating to professional services that I provide so that
I am 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, I maintain physical, electronic,
and procedural safeguards that comply with my professional standards.
Please
call if you have any questions, because your privacy, my professional ethics,
and the ability to provide you with quality financial
services are very important to me.
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