2481 Executive Drive, East Troy, WI 53120    T: (262) 642-8700    F: (262) 642-8787

Paul J. Nyffeler, CPA SC

Small Business Tax and Accounting

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Privacy Policy


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 sources.

                               - 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.  Employees who violate our privacy policy are subject to our disciplinary process.

     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 require them to adhere to our privacy policy.

    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 your care.

    8.)  We DO NOT disclose nonpublic personal information to nonaffiliated third parties for marketing or any other purposes.

 

 

           Sincerely,

 

                               Paul J Nyffeler, CPA

 


 

Paul J. Nyffeler, CPA SC

T: (262) 642-8700 ~ F: (262) 642-8787

2481 Executive Drive, East Troy, WI 53120

paul@nyffelercpa.com

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