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Public Accountants
and Certified Public Accountants, like all
providers of personal financial services, are required by law to inform
their clients of their policies regarding privacy of client information.
We have always been bound by professional standards of
confidentiality that are even more stringent than those required by law.
In effect, we have always been in the forefront of protecting your privacy rights.
Types of Nonpublic
Personal Information We Collect
We collect nonpublic
personal information about you that is 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 employees, and in limited situations,
to unrelated third parties who need to know that information to assist
us in providing services to you. In these situations, we stress the
confidential nature of the 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.
Please call if you
have any questions, because your privacy, our professional ethics, and
our ability to provide you with quality financial services are very
important to us.
Robert W. Leimena
(503) 655-9005
January 2008 |
