CPAs have been and continue to be bound by professional standards addressing confidentiality that are more stringent than those required by law. We have always protected your right to privacy.
Like most CPA firms, we maintain data which our clients supply to us or authorize us to obtain from third-parties so that we may better serve them.
Because of the confidentiality requirements of the accounting profession, we do not share with persons outside our firm any information which you may supply to us or authorize us to obtain from third-parties. We do, however, share such information with individuals within our firm so that we can offer you our full range of professional services.
Notwithstanding this policy, we may be required to disclose your confidential information
- to third-parties which you have authorized us to disclose this information;
- to governmental agencies (such as federal and state taxing authorities) when representing your interests;
- to a service bureau assisting us in providing you with services;
- to third party per diem service providers;
- to the individuals who conduct our peer reviews;
- to state or federal regulatory authorities which oversee the accounting profession;
- to the disciplinary authorities of the AICPA or state CPA societies; and
- to comply with lawfully issued subpoenas or court orders.
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. To protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.