|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, we have always protected your right to
Types of Nonpublic Personal Information We Collect
I collect nonpublic personal information about you that is provided to me by you or
obtained by me from third parties with your authorization.
Parties to Whom We Disclose Information
For current and former clients, I 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 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 our 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.