As your CPA, I collect:
Information provided by you from your tax organizer, worksheets, data from
bookkeeping software, documents, e-mail, and discussions.
Information from 3rd parties (such as brokerage houses, banks, financial advisors).
Information that we develop as part of the engagement.
I am required by the Gramm-Leach-Bliley Act of 1990 to inform you of my policies regarding
the privacy of information. As a CPA, I am required to keep all information about our
engagement confidential; so, I will not disclose any information about you unless I have your
approval or am required/permitted by law. This applies even if you are no longer a client. As
your CPA, I am committed to the safekeeping of your confidential information and I maintain
physical, electronic, and procedural safeguards to protect your information.
No confidential information shall be disclosed without your permission, except for the following:
Assistants and/or other professionals with whom it is necessary to perform the services
for which you have hired me.
The Intuit software company (the software utilized to complete your tax return & payroll)
for technical questions.
To another CPA for professional consultation, and to professionals standards review,
ethics or quality control peer review organizations.
In compliance with a subpoena or a summons enforceable by order of a court.
In cases where I reasonably believe that it is necessary to maintain or defend myself in a
legal proceeding initiated by you.
