CPAs, like all providers of personal financial services, are 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 Nonpublic Personal Information We Collect
We collect nonpublic personal 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.
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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.
(1.16.2016 - © 2001-2016 R. Kulzick)
Thank you for visiting our web site.
If you are interested in becoming a client or have questions about our firm, please contact us.
We accept a very limited number of new clients each year.
Pre-acceptance policies and processes are followed, so that there is a good match between our firm capabilities and the client's background and needs.
A client relationship is established ONLY through a written and signed engagement letter.
We appreciate your understanding for this process so that we can establish a good working relationship with new clients.
Disclaimer of Liability - Web Site & Links
Links to other sites are provided for information only and are not an endorsement or recommendation, nor do they imply agreement with statements or positions on those linked web sites.
(last updated 12.02.2016)
