Privacy Policy

Privacy Policy: 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.  CPAs 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.

TYPE 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’ INFORMATION

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines.  In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

When you make a payment it will be handled by our order-processing partner, USA ePay. Any and all information collected by USA ePay will be used in accordance with USA ePay’s Privacy and Security Policies.  USA ePay works to protect the security of your information during transmission by using Secure Sockets Layer (SSL) software, which encrypts the information you input. USA ePay stores information gathered on secure computers located in a locked data center. The number of employees involved in the management of the data center that have physical access to these computers is limited. USA ePay uses firewalls and other security technology to prevent our computers from being accessed by unauthorized persons.  USA ePay also requires that all personally identifiable consumer information sent to us by you be encrypted using SSL encryption.  All credit card numbers, names, and billing information will be requested only via USA ePay’s secure site. You may view USA ePay’s privacy policy by following this link. (http://www.usaepay.com/privacy.htm)