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PRIVACY STATEMENT
 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 standards
of confidentiality that are even more stringent than those
required by Privacy laws. Therefore, I have always
protected your right to privacy.
Types of Nonpublic Personal Information I Collect
I
collect nonpublic information about you that is provided to
me by you or obtained by me with your authorization.
Parties to Whom I Disclose Information
For
current and former clients, I do not disclose any nonpublic
personal 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
parties who need to know that information to assist me in
providing services to you. In all such situations, I stress
the confidential nature of information being shared.
Protecting
the Confidentiality and Security of Current
and
Former Client’s Information
I
retain records relating to professional services that I
provide for at least 3 years 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 information, I maintain physical, electronic,
and procedural safeguards that comply with CPA professional
standards.
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