Although CPAs are no longer required by Federal law to inform their clients of their policies regarding privacy of client information, California CPAs have been and continue to be bound by California law and professional standards of confidentiality that are even more stringent than those previously required. Therefore, I have always protected your right to privacy.

Types of Nonpublic Personal information I Collect: I collect nonpublic personal information about you that is provided to me by you or obtained by me with your authorization.

Parties to Whom I Disclose Information: For current and former clients, I do not disclose, without your written permission, any nonpublic personal information obtained in the course of my practice except as required or permitted by law. Permitted disclosures include, for instance, complying with a subpoena or a summons, or responding to an official inquiry from a federal or state governement regulatory agency. In all such situations, I stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients’ Information: I retain records relating to professional services that I provide so that I am 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, I maintain physical, electronic, and procedural safeguards that comply with my professional standards.

Please call if you have any questions, because your privacy, my professional ethics, and the ability to provide you with quality financial services is very important to me.
11/09/06