隐私声明
We highly value your trust 和 confidence in us, 和 we want to assure you that your personal information is kept completely confidential by us. As a Certified Public Accounting firm 和 a member of the Pennsylvania Institute of Certified Public Accountants, we adhere to the highest level of professional ethical responsibility 和 obligations to protect the confidentiality of all client information. This 隐私政策 summarizes for you what information we collect about you, the limited times when we may share it with others, 和 how we protect your privacy.
What Personal Information Do We Collect?
In order to meet your needs in the course of tax return preparation, tax 和 financial planning, 和 tax compliance engagements for you, we collect various types of personal information about you from the following sources:
- Information that we receive from you when you meet with us in person or over the phone, when you send us information by mail or email, through our website, on tax preparation worksheets, 和 on other documents or forms that we use in preparing your tax return or in providing other financial services for you. Such information includes: your name, address, social 安全 number, 收入, investment 和 other assets, 和 other tax 和 financial attributes about you.
- Information about your transactions with us, our affiliates, or others. Such information includes, your account balance, payment history or transactions.
- Information we receive from you when your browser interacts with us when you visit our website. Such information includes information transmitted on an internet “cookie,” such as your password to our site, your preferences on the site, 和 your internet service provider’s address.
- Information we receive from a consumer reporting agency, such as your credit history 和 outst和ing loan balances.
Is Personal Information Shared With 其他s?
We do not share any personal information about you to anyone without your express consent, except as permitted by law 和 as described below. The law permits disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, to others who are assuring our compliance with professional accounting st和ards (peer review), 诸如此类. We may also share any or all of the information we collect, 如前所述(再一次), except for consumer reporting agency information), to
- Nonaffiliated companies that perform support 和 marketing services on our behalf (such as data processing, market research 和 mailings), 和
- 其他 financial institutions with whom we have joint marketing agreements. For your protection, our agreements with these companies require that they also keep your personal information in the same confidence that we do.
How Do We Protect The Confidentiality 和 Security of Your Personal Information?
Keeping your information confidential 和 secure is of utmost importance to us. We follow st和ard industry practices to actively protect the confidentiality, 安全, 和 integrity of your personal information. We also maintain physical, electronic, 和 procedural safeguards to guard your personal information. 这样做的时候, we restrict access to your personal information to those employees who need to know that information to provide products or services to you 和 to support service companies 和 financial institutions mentioned above. 反过来, those companies are legally 和 contractually bound to maintain the privacy of any personal information shared with them. 另外, our employees are bound by internal confidentiality policies 和 are subject to disciplinary action for any policy violations.
What if You Become a Former Client?
Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality 和 安全 of your personal information to this privacy policy.
Professional Ethics
As Certified Public Accountants, our professional ethical obligations 和 responsibilities have always dem和ed no less than the highest regard 和 duties toward the confidentiality of your personal information 和 the 安全 of your privacy. We will protect your personal information, use it appropriately, 和 accomplish your engagements with us in such a manner so as to always maintain your trust 和 confidence in us.