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 ethics to standards of confidentiality that are ever more stringent than those required by law. Therefore, we have always protected your rights to privacy.
Your privacy is important to us.
We are committed to your privacy and retaining your trust. We respect your right to keep your personal information confidential and to avoid unwanted solicitations. We want you to understand what information we collect and how we use it.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization, in connection with providing tax and financial services to you.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any non public personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to 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, we stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your non public personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.
Please contact us 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.
Lori A. Hodge, CPA & Associates, PC