CPA’s like all providers of personal financial services are now required by law to inform their clients of their policies regarding the privacy of their clients’ information. CPA’s 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 of privacy.
TYPES OF NONPUBLIC PERSONAL INFORMATION THAT 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 an example, 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. I maintain physical, electronic and procedural safeguards that comply with my professional standards of ethics.
Please contact me if you have any further questions. Your privacy, my professional ethics and the ability to provide you with quality financial services are very important to me.