Back to top

Privacy Notice

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.

As your CPA, we collect:

  • Information provided by you from your tax organizer, worksheet, documents and discussions.
  • Information that we develop as part of the engagement.

As your CPA, we are required to keep all information about our engagement confidential, so we will not disclose any information about you unless we have your approval or are required by law. This applies even when you are no longer a client.

As your CPA, we are committed to safekeeping of your confidential information and we maintain physical, electronic and procedural safeguards to protect your information.

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 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 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. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

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

Internet and E-mail

Information submitted to us via our web site, or via e-mail passes as clear text and is unencrypted. Many safeguards are put in place to assure safe delivery of the electronic messages sent via e-mail and through our web site, but there is no assurance that such messages will not be intercepted. To submit confidential information to our office, please utilize fax, U.S. registered mail, or a courier. If you send us information through electronic mail we presume that we may do the same in communicating with you.