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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. CPA’s
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.
TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that
is either provided to us by you or obtained by us with
your authorization.
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 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.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT
AND FORMER CLIENTS’ INFORMATON
Except as otherwise described in this notice, we restrict
access to nonpublic personal information about you to employees
of our firm and other parties who must use that information
to provide services to you. We also maintain physical,
electronic and procedural safeguards in compliance with
applicable laws and regulations to guard your personal
information from unauthorized access, alteration, or premature
destruction.
Thank you for allowing us to serve your accounting, tax
and financial planning needs. We value your business
and are committed to protecting your privacy. We
hope you view our firm as your most trusted advisor and
we will work to continue earning your trust. Please
call us if you have any questions or if we can be of further
service.
Very truly yours,
Wegner LLP, CPAs & Consultants
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