Certified Public Accountants, 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 privacy.
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. For current and former clients, we do not disclose any nonpublic information obtained in the course of our practice except as required or permitted by law or as instructed or permitted to do so by the client. Permitted disclosures include, for instance, documents that have been publicly filed in a court of law or disclosures in limited situations to unrelated third parties who need to know specific information to assist us in providing services to you. In all such situations we obtain your permission first and we stress the confidential nature of information being shared.
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.