ANNUAL DISCLOSURE NOTICE OF PRIVACY POLICY

 

CPA’s, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.  CPA’s 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.

 

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 our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you, such as the electronic transmission of your tax return.  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.  Any disposal of your information on paper is done by professional shredding on site here at this office location.

 

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

 

 

COMPLAINT NOTICE

 

When a person or firm receives a complaint that an alleged violation of the Act or Rules of Professional Conduct has occurred, a person shall provide to the complainant a statement that: Complaints concerning Certified Public Accountants may be addressed in writing to the:

 

Texas State Board of Public Accountancy

333 Guadalupe, Tower 3, Suite 900

Austin, Texas 78701-3900

 

Telephone (512) 305-7866

E-mail to enforcement@tsbpa.state.tx.us

Fax (512) 305-7854.