CPAs, like other providers of personal financial services, are required by law to inform their clients of policies regarding the 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 law; therefore, we have always and will continue to protect your right to privacy.
Types of Nonpublic Personal Information We Collect We collect nonpublic personal information about you that is either provided to us by you or that we obtained with your authorization.
Parties to Whom We Disclose Information For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations we stress the confidential nature of information being shared.