CPA’s like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPA’s have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, I have always protected your right to privacy.
I collect nonpublic personal / financial information about you that is provided to me by you or obtained by me with your authorization.
For current and former clients, I do not disclose any nonpublic personal / financial information obtained in the course of my practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to my employees, and in limited situations, to unrelated third parties who need to know that information to assist me in providing services to you. In all situations, I stress the confidential nature of information being shared.
I retain records relating to professional services that I provide so that I am better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal / financial information, I maintain physical, electronic, and procedural safeguards that comply with professional standards.
This site may contain links to other sites, whose information practices may be different than mine. When you are leaving this website, the website you are moving to will appear in its own window. I strive to protect your information and suggest you read the privacy policies of the site to which you are redirected BEFORE supplying any personal information. In addition, I have no control over information that is submitted to, or collected by, those parties.