Accounting & Tax Professionals

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Privacy Policy

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Certified Public Accountants, 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. The following disclosure is required by laws regarding privacy disclosures.

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 yourauthorization.

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. In all cases we will request and obtain your written permission prior to initiating these discussions.

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 strict physical, electronic, and procedural safeguards that comply with our professional standards.

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Please contact us at (301) 770-5822, if you have any questions regarding these matters, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.


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