Privacy Policy
We value your trust and confidence and we
want to assure you that your personal information is kept completely
confidential by us. As Certified Public Accountants, we adhere to
the highest level of professional ethical responsibility and obligations
to protect the confidentiality of all client information.
This Privacy Policy is to help you understand
what information we collect about you, the limited times we may share
it with others, and what measures we take to protect your privacy.
We collect various personal information about
you and your family to complete the work you hire us to do, such
as preparing your tax return, assisting you with tax planning, etc.
The information we collect includes but is not limited to, legal
name, social security number, address, email address, phone numbers,
birth date, income, expenses, bank accounts, investment assets, liabilities,
and other financial and personal information.
We obtain this information from you and other
sources with whom you authorize us to communicate.
We do not share any information about you
with anyone without your express written consent, except as required
by law. The law requires that we must share information to protect
against fraud or in response to a court subpoena. We may share information
we collect to nonaffiliated companies which perform support services
on our behalf, such as tax or data processing, transmission of electronic
returns, or specialists we may need to consult. We may also share
your information with other parties who help assure our compliance
with professional accounting standards or who conduct due diligence
procedures.
Keeping your information confidential and
secure is of utmost importance to us. We follow standard industry
practices to actively protect the confidentiality, security, and
integrity of your information. We also maintain physical, electronic,
and procedural safeguards to protect your information. Our employees
and sub-contractors are bound by internal confidentiality policies
and are subject to disciplinary actions for any policy violations.
We take appropriate precautions such as confidentiality agreements
before sharing your information with any outside parties.
Should you become an inactive client or should
our relationship end, we will continue to protect the confidentiality
and security of your personal information in accordance with this
privacy policy.
As Certified Public Accountants, our professional
ethical obligations and responsibilities have always demanded no
less than the highest regard and duties for the confidentiality of
your information and the security of your privacy. We will protect
your information, use it only as necessary and perform our engagementsso
as to always maintain your trust and confidence in us.
Best Regards,
Kathy Scott CPA
A Professional Corporation
