CPAs, like all providers of personal financial services, are now required by the Gramm-Leach-Bliley Act 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, and this law will not alter the way we have protected your privacy for more than five decades.
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 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 controlled situations, to unrelated third parties who need to know that information to assist us in providing services to you, such as a stockbroker that you have asked us to call for information on taxable gains or losses. In all such situations, we stress the confidential nature of information being shared, and we share this information only with your express permission.
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 personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Employees are required to comply with our policies.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality services are very important to us.