Under a new law passed by Congress (Gramm-Leach-Bliley Act) all providers of financial services, including CPAs, tax lawyers, and estate planning lawyers, are now required to inform their clients of their policies regarding privacy of client information. Accountants and lawyers 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 specifically authorized by you or as required or permitted by law. Permitted disclosures include for instance, providing information to our employees in order for them to provide the services you request. In all such situations, we stress the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Current and Former Clients' Information
We retain records relating to personal 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 or email us 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.