In the course of our business relationship with you, we collect certain personal information when it is provided to our firm by you or is obtained by us with your authorization. We use this information to provide services at your request such as tax return preparation, payroll services, financial planning services, etc.
This information is provided to us in various ways. We may collect information from:
In general, our firm does not disclose personal or confidential information about our clients or former clients. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
For purposes of our business relationships with our clients, all information acquired is disclosed only under the following conditions:
In addition to the privacy protection that the new 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 firm must follow prohibit disclosing client information.
Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. Please contact us if you have any questions or if we can be of further service.
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