As your certified public accountant, we collect nonpublic personal information about you from the following sources:
- Information provided by you from your tax organizer, worksheets, documents and discussions;
- Information about your transactions with us, our affiliates, or others;
- Information that we develop as part of the engagement.
As your CPA, we are required to keep all information about our engagement confidential so we will not disclose any information about you unless we have your approval or required/permitted by law. This applies even if you are no longer a client.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We are committed to safe keeping of your confidential information and we maintain physical, electronic and procedural safeguards that comply with federal regulations to protect your nonpublic personal information.
If you have any questions about this policy, please do not hesitate to contact us.