About Our Privacy Policy All financial service providers, including CPAs, are now required by law to inform their clients of their policies regarding privacy of client information. We adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of your information. This policy is specifically directed to individuals, but we also adhere to similar confidentiality standards for our business clients.
For more information or questions regarding our privacy policy, please contact CPA On Call using the form on the Contact Us page.
Types Of Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. This information may include, for example, your name, address, birth date, social security number, income and investment sources and amounts, and other tax and financial information about you.
Parties To Whom We Disclose Information
We do not share personal information with unaffiliated third parties without your prior express consent, except as permitted by law. The law permits disclosure in certain circumstances, such as if we must share information to protect against fraud or in response to a court subpoena.
Protecting The Confidentiality And Security Of Your Personal Information
Keeping your information confidential and secure is of the utmost importance to us. We maintain physical, electronic, and procedural safeguards to guard your personal information. We restrict access to your personal information only to those employees who need to know that information to provide services to you. Should your status become inactive or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.
