Privacy Policy & Terms

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. Certified Public Accountants have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. CPAs have always protected your right to privacy.

What Types of “Nonpublic Information” Does the Gramm-Leach-Bliley Act Cover?

The CPA firm collects nonpublic personal information that is provided by you or obtained by us from third parties with your authorization. This may include discussions, applications, tax organizers, worksheets, information on transactions, consumer reporting agencies and other forms, documents and information we use in the course of providing tax preparation and/or consulting services.

Parties to Whom We Disclose Information

For all 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 third parties who need to know that information to assist us in providing services to you. Disclosures may be made to other affiliated third parties with your advance notice and consent. In all such situations the confidential nature of information being shared is stressed.

Protecting the Confidentiality and Security of All Clients’ Information

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. We restrict access to nonpublic personal information about you to members of our firm who need to know that information to provide services to you. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with professional standards.