November 10, 2011
In accordance with the Gramm-Leach-Bliley Act and Related Federal Trade Commission Regulations, Certified Public Accountants, like all providers of personal financial services, are now required to inform their clients of their policies regarding privacy of client information.
We have always been committed to the protection of our client's privacy. As a CPA Firm and a member of the American Institute of Certified Public Accountants, a Code of Professional Conduct that is more restrictive than the provision of the FTC governs us. Additionally, we are subject to the Internal Revenue Code Section that makes it a misdemeanor to disclose tax return information other than in connection with the preparation of the return.
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 direct authorization.
Parties to Whom We Disclose Information
For our 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 example, providing information to our employees for use in the preparation of your tax returns. With your consent, we may provide information 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 the information being shared.
Protecting the Confidentiality and Security of Current and Former Client's 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 our professional guidelines. In order to guard the privacy of your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.
Aspire Comprehensive™ is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
According to the commission's online claims process, those whose personal information was exposed can opt for 10 years of free credit monitoring, which breaks down as follows: Four years via the three major credit bureaus (Equifax, Experian and TransUnion) and six years specifically through Equifax.
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