CPA's like all providers of personal financial services, are now required by law to inform their
clients of their policies regarding privacy of client 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, 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 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.
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.
