Privacy Policy
Federal law requires that CPAs and all other personal financial service providers disclose their privacy policies to clients in a written notice. These policies pertain to non-public personal information about current and former clients. My firm has always protected your right to privacy with professional standards that are even more stringent than those required by law. In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, I retain records relating to the professional services I provide you. I have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an ‘as-needed’ basis. Non-public personal information is never collected without your authorization, and I do not disclose such information except as required or permitted by law. Permitted disclosures include third parties who assist me in providing services to you, such as Lacerte Inc., the vendor providing us with our tax compliance software.
