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Information We Collect: · Information we receive from your documents used in preparing tax returns, or other forms; · Information about your transactions with us or other; and · Information we receive from third parties, such as employers and financial institutions. “Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing services, including accounting or tax preparation services, to you. Information We Disclose: 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, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, as a matter of firm policy, we stress the confidential nature of information being shared and obtain your permission to release any nonpublic personal information. Our Security Procedures: We restrict access to your personal and account information to those employees who need to know that information to provide services to you. We retain records relating to professional services that we provide so that we are better able to assist you with your professional need 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. Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. |