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PRIVACY POLICY
Tax Professionals are now required by law to advise their clients of their policies regarding privacy of client information. We have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, I have always protected your right to privacy.
TYPES OF NONPUBLIC PERSONAL INFORMATION I COLLECT
I collect nonpublic personal information about you that is either provided to me by you or obtained by me with your authorization. We may also receive information about our clients and prospective clients from a consumer reporting or marketing agency.
PARTIES TO WHOM I DISCLOSE INFORMATION
For current or former clients, I do not disclose any nonpublic personal information obtained in the course of my practice except with your permission, or as required or permitted by law. Permitted disclosures include providing information to my employees and, in limited situations, to unrelated third parties who need to know that information to assist me in providing services to you. At all times, I stress the confidential nature of information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND
FORMER CLIENTS' INFORMATION
I retain records relating to professional services that I provide so that I am better able to assist you with your professional needs and to comply with professional guidelines. In order to guard your nonpublic personal information, I maintain physical, electronic, and procedural safeguards that comply with my professional standards.
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Please call if you have any questions, because your privacy, my professional ethics, and the ability to provide you with quality financial services are very important to me. |
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