We consider your privacy of utmost importance and strive to maintain your trust and confidence. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations.
A recent law change requires us to disclose our Privacy Policy to you. We hope that by taking a few minutes to read it, you will gain a better understanding of how we handle the information you provide us and how we keep it private and secure.
(1)Types of information we collect We collect certain personal information about you, but only when you provide it to us or authorize us to obtain it. This information is used to prepare your personal income tax returns and may be used to provide various tax and financial planning services at your request. Examples of sources from which we collect information include interviews, phone calls, letters, emails, tax return or financial planning organizers, and financial history questionnaires. Online information is stored on secure servers located in the U.S.
(2)Parties to whom we disclose information As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, certain nonpublic information about you may be disclosed in the following situations, to the extent permitted by law and any applicable state Code of Professional Conduct:
To comply with a validly issued and enforceable subpoena or summons. In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board of organization.
In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
As part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the disclosed information does not become a matter of public record.
To provide information to affiliates of the firm and non-affiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party that prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records retention agency to store prior year records.
(3)Confidentiality and Security of Nonpublic Personal Information Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Thank you for allowing us to serve your accounting, tax, financial, and consulting needs. We value your business and are committed to protecting you privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust.
If you have any questions about this policy, please do not hesitate to contact us. Best regards, Raj Grewal, MSA, CPA, CGMA, EA.