Certified
Public Accountants, like all providers of personal
financial services, are now required by law to inform
their clients of their policies regarding privacy of
client information. This communication is intended to
comply with a federal law (‘Gramm-Leach-Bliley Act of
1999’) regarding your right to privacy.
Your privacy is important to us.
We are committed to your privacy and retaining your
trust. We respect your right to keep your personal information
confidential and to avoid unwanted solicitations. We
want you to understand what information we collect and
how we use it.
Types of information we collect.
We collect nonpublic personal information about
you that is provided by you, or obtained by us with
your authorization, in connection with providing tax
and financial services to you.
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 assist us in providing services to you,
such as obtaining a bank loan or mortgage. In all situations,
we stress the confidential nature of information being
shared.
Confidentiality and security of nonpublic personal
information.
We retain records relating to professional services
that we provide so that we are able to assist you with
your professional needs and, in some cases, to comply
with professional guidelines. In order to guard your
nonpublic personal information, we maintain physical,
electronic, and procedural safeguards that comply with
our professional standards.
If
you have any questions regarding this policy please
feel free to discuss it with us because your confidence
in my ability to provide you with quality services
and my professional ethics is very important to us.
P.
M. Lipari, CPA
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