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, CPAs have always protected your right to privacy. I will bind myself to this standard.
Types of Nonpublic Personal Information I Collect
I collect nonpublic personal information about you that is provided to me by you or obtained by me with your authorization.
Parties to Whom I Disclose Information
For current and former clients, I do not disclose any nonpublic personal information obtained in the course of my practice except as required or permitted by law. Permitted disclosures include, for example, providing information to any employees, or to third parties who need to know that information in order to assist us in providing services to you. In all such third party situations, I make every attempt to inform you of the nature of the disclosure before it is completed, and I stress to the receiving party the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
I retain records relating to the professional services I provide so that I can better assist you with your needs, and in some cases to comply with professional guidelines or with the law. In order to guard your nonpublic information, I maintain physical, electronic, and procedural safeguards that comply with Professional standards.