Like all financial services providers, Public Accountants are now required by law to inform their clients of their policies regarding client information privacy. Accountants in Licensed Public Practice 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 to privacy.
TYPES OF NON-PUBLIC PERSONAL INFORMATION WE COLLECT
We collect non-public personal information about you and your business, which is confidential and provided to us by you or obtained by us with your authorization.
PARTIES TO WHOM WE DISCLOSE INFORMATION
We do not disclose any non-public personal information obtained in our practice except as required or permitted by law for current and former clients. Permitted disclosures include providing information to our employees, both related and unrelated third parties, in limited situations. We share strictly only those who need to know that information to provide services to you. In all such cases, we stress the confidential nature of information being shared and have a signed confidentiality agreement signed that covers our client’s data.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS’ INFORMATION
We retain records relating to professional services that we provide to assist you with your needs and, in some cases, to comply with professional guidelines. To guard your non-public information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards and other regulatory bodies we work with.
Your privacy, our professional ethics, and our ability to provide you with quality financial services are crucial to our business and the profession’s success. Please call or write to our Privacy Officer if you have any questions.
Venkat Iyer. CPA – (408)-444-6094 | firstname.lastname@example.org
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