Like other personal financial service providers, we are required by law to inform our customers of our policies regarding the privacy of customer information. We continually follow strict professional standards of confidentiality that go beyond those required by law. Protecting your right to privacy has always been one of our primary concerns.
Types of Nonpublic Personal Information We Collect.
We collect nonpublic personal information about you that you provide or that we obtain with your authorization. Examples of sources for this information include customer phone calls, emails, worksheets, and documents; client financial planning organizers; tax returns; and financial history questionnaires.
Parties to whom we disclose information.
Personal information we obtain from current and former clients while providing accounting services is not disclosed, except as required or permitted by law. Permitted disclosures include providing customer information to our employees and, in limited circumstances, to third parties who require such information to help us provide customer services. We emphasize the confidential nature of the information being shared in all of these situations.
Protecting the security and confidentiality of current and former customer information.