The very nature of a CPA-Client relationship creates a collection in our office of nonpublic personal information about our clients, which can include: name, address, phone number, email address, Social Security number, bank account info, dependents, income, assets, and other tax-related data. Such nonpublic personal information comes from:
- Interviews, emails, and texts regarding your business or tax situation
- Applications, tax organizers, spreadsheets, or other documents
- Documents you provide to us required to produce the product or service you’ve requested
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
Access to your personal information, as maintained in our office, is restricted to only those parties who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
Please contact me at (704) 634-8597 with any questions you may have regarding our privacy policies.