We have legal and ethical restrictions and guidelines on how we obtain and treat client confidential information.  This policy does not supersede those restrictions but is intended to provide some additional practical guidelines.  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 privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic 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 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, such information is encrypted and shared securely.

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 and the Internal Revenue Service.

SMS Consent and Terms of Service

By providing your mobile phone number, you consent to receive SMS messages from us related to your account, services, conversations, and updates. Message frequency varies. Message and data rates may apply depending on your mobile carrier. You may opt out of receiving SMS messages at any time by replying “STOP” to any message received. For help, reply “HELP”.

We do not share your consent and mobile number with third parties for marketing purposes. SMS communications are used solely for service-related notifications and updates.

Mailing List

By providing your contact and demographic information, you consent to receive future mailings from us related to our company, announcements and news flash.  You may opt out of receiving future mailings at any time by completing this Opt-Out form.

We are committed to keeping your confidential information safeguarded.  From time to time you may ask us to disclose certain confidential information to third party individuals or institutions.  We will ask that you specifically request that you confirm this request in writing either by mailing, faxing or e-mailing your request prior to us proceeding with the specific disclosure.

In addition, depending on the nature of the disclosure, the extent of the documentation required to be copied or forwarded, we may bill you at our standard customary rates, plus out-of-pocket costs in association with the specific disclosure.

We may ask you to grant us permission in writing to disclose certain confidential information to outside service providers or affiliates in order to assist us in completing our engagement.

The form and extent of the disclosure will be provided to you and you will be able to comment, discuss and to inquire into its purpose; in addition to, signing the form and returning it to us.

 

WEBSITE POLICY

We have created this statement to demonstrate our firm commitment to privacy. The following discloses the information gathering and dissemination practices for this website.

We use your IP address to help diagnose problems with our server, and to administer our Web site. Your IP address is used to gather broad demographic information.

This site contains links to other sites. We are not responsible for the privacy practices or the content of such Web sites.

Security

This site has security measures in place to protect the loss, misuse and alteration of the information under our control.

If you require any further explanation or have any questions regarding these professional standards, the disclosure of confidential information, and practices of this site, please visit our contact page.