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 law. Therefore, we have always protected your right to privacy.
We collect nonpublic personal information about you that is provided to us by you or obtained by us from third parties with your authorization.
For current and former clients, we do not disclose any personal information obtained in the course of our practice except as required 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.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call our office at 724-339-7340 if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.