CPAs, 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 of privacy.
We collect nonpublic personal information about you that is provided to us by you or obtained by us from third parties 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 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. It is common for CPA firms to use third parties for preparing tax returns (where your private data would be shared with non-firm personnel). Our firm policy prohibits using third parties to prepare tax returns.
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.