We recognize the importance of our client's trust. Keeping
our client's personal information confidential and secure is an important part
of our responsibility to you and we take this responsibility very seriously.
In this notification, which is required by state and federal law, we
describe the policies and practices though which we protect personal
information. Thank you for your continued patronage.
1.) We will safeguard, according to
the strictest standards of security and confidentiality, nonpublic, personal
information our clients share with us. "Nonpublic, personal information,
for example, would include such information as your name, address, social
security number, and other information obtained. We will maintain
safeguards, physical and electronic, to protect that information. We will
conduct our business in a manner that keeps personal client information secure.
2.) We will limit the collection and
use of client information to the information we need to complete the requested
task. We collect personal information about clients from the following
- client interviews
client tax returns
documentation supporting tax deductions (i.e.. loans, donations, medical expenses)
client business accounting information
3.) It is our policy that only authorized
employees who need to know your personal information will access and use it.
4.) It is our policy that we will not
share personal information, either current or former clients, outside of The
Practice for any purpose other than the preparation of accosting or tax reports
for the benefit of the client, unless authorized in writing by the client as
required by law.
5.) If any other organization is retained to
provide any support service to our clients on behalf of The Practice we will
6.) To help us keep your client information
up-to-date and accurate, please contact us if there is any change in your
personal information or status.
7.) When necessary, we will review and
revise our privacy policies to continue to protect your personal information in
8.) We DO NOT disclose nonpublic personal
information to nonaffiliated third parties for marketing or any other purposes.
Paul J Nyffeler, CPA