CPAs are required by the 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. Below is my Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.
I collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, tax organizers, worksheets and other documents;
- Information about your transactions with us, our affiliates, or others;
- Information we receive from a consumer-reporting agency.
- information we receive from emails or secure servers.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
We restrict access to nonpublic personal information about you to those members of my firm who need to know that information to provide services to you. I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. The online information on my website is stored on secure servers.
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 nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
INTERNET PRIVACY POLICY
This site is provided for the purpose of introducing the services provided by my firm. I believe that online privacy is important and this statement sets forth my privacy policy and describes the practices I follow to respect the privacy of all visitors to this site. I utilize fair information practices designed to protect your privacy.
We are responsible only for this site. We are not responsible for the content or privacy policies of any sites linked on this site.
E-mail Addresses: Whenever you submit an inquiry through a form available on this site, we will retain your address. However, it is not revealed to any third-party for any reason without your express authorization.
If you would like to opt out of any e-mail contact we may have established with you or have us delete any personal information we may have obtained as a result of a prior visit to this site, or have any questions about this policy please do not hesitate to contact me.