|
|
|
|
|
|
|
Privacy Policy
CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs 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 Non public Information We Collect
We collect nonpublic 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. 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.
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.
Disclaimer
Our website is intended to provide general information and links on many subjects, but it is not intended to be an exhaustive study. The tax laws, rules, regulations, and administrative agencies vary from place to place and are continually changing. The application of these and the impact that they may have in regards to your specific situation will vary with the specific facts involved. Accordingly, the information provided on or made available through our website is not intended to be legal, accounting, tax, investment or any other professional advice or services. Your use of information through this site is at our own risk. Before you decide to make any decision or take any action, which affects your financial position, you should consult with a qualified professional who understands your particular factual situation.
Our newsletter and information service is intended to provide clients and other visitors with general financial information. While we always make every effort to offer accurate information, errors may very well occur due to the nature of the subject matter and our interpretation of any laws and regulations involved.
We provide this information "as is." We do not warrant the completeness, accuracy or timeliness of the information provided and offer no other warranties regarding the content of this site, either express or implied.
This site contains links to other Internet sites. These links are not endorsements of any products or services on such sites, and no information on the linked sites has been endorsed or approved by Robert E. Smith, CPA.