Companies providing financial services, such as bookkeeping, accounting, and tax planning, to customers are required by federal law to inform their clients of their policies regarding privacy of customer information. We have always safeguarded the confidentiality of information provided to us by our customers and are bound by our professional standards to maintain this vital aspect of our professional relationship.
Acquisition of Client Information
The company collects nonpublic personal information about our customers from the following sources:
Disclosure of Nonpublic Information
Our company policy is never to disclose nonpublic information about our clients. Nonpublic information is defined as any information that has been provided to us by you, the customer, in connection with any professional services we perform for you. For purposes of our business relationships with our customers, all information acquired is disclosed only under the following conditions:
In addition to the privacy protection that FTC regulations provide you, the Internal Revenue Code prevents the disclosure of client information provided for tax planning or preparation services without the client’s written permission. Further, the ethics rules that govern the operation principles that our company must follow prohibit disclosing customer information.
We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard our customers’ nonpublic information, to ensure our customers that their privacy is a major part of the company’s commitment to provide the finest service possible.