The law requires CPAs disclose their privacy policies to clients in a written notice. These policies pertain to non-public personal information about current and former clients.
Of course, I have always protected your right to privacy with professional standards even more stringent than those required by law.
In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, I retain records relating to the professional services provided to you. I have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an 'as-needed' basis
Non-public personal information is never collected without your authorization, and I do not disclose such information except as required or permitted by law. Permitted disclosures include third parties who assist us in providing services to you, such as Creative Solutions, the vendor providing us with our tax compliance software, Ultratax.
Your privacy is just as important to us as our ability to provide you with quality financial services. Please call if you have any questions about this statement.
Paul Aaronson, CPA