As a federally authorized practitioner, tax advice communications between the firm and its clients are protected under Section 7525 of the Internal Revenue Code, similar to the attorney-client privilege, subject to the limitations detailed in Section 7525.
Any document with client information is shredded before disposal.
Client information stored on magnetic media is protected by physical security, Internet firewall, backup, and scrambled/password protected off site storage, and all such media are fully overwritten and erased before disposal.
A written information security program that includes administrative, technical, and physical safeguards for customer records has been developed and implemented.
In the course of the professional practice, personally identifiable financial information is collected. Disclosure of this information to third parties is legally prohibited unless the client has provided specific written consent. No disclosure is made to third party service providers or joint marketers. No client information is shared with any person or entity outside of the practice without express written authorization by the client, except as required by law, such as under court subpoena. This includes client lists and the mere fact that a person is a client. Information on individuals who are no longer clients is handled the same way.
Our Commitment To Privacy
Your privacy is important to us. To better protect your privacy we provide this notice explaining our online information practices and the choices you can make about the way your information is collected and used. To make this notice easy to find, we make it available on our homepage and at every point where personally identifiable information may be requested.
The Information We Collect:
This notice applies to all information collected or submitted on this website.
On some pages you can register to receive information.
The types of personal information collected at these pages are:
The Way We Use Information:
We use the information you provide to respond to inquiries and provide general information to you. We do not share this information with outside parties. We never use or share the personally identifiable information provided to us online in ways unrelated to the ones described above without also providing you an opportunity to opt-out or otherwise prohibit such unrelated uses.
Our Commitment To Data Security
To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, we have put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect online.
How To Contact Us
Should you have other questions or concerns about these privacy policies, or whether they are met, please call us at 619-757-1500 or send us an email at firstname.lastname@example.org. You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website: see what data we have about you, if any; change/correct any data we have about you; have us delete any data we have about you; express any concern you have about our use of your data.
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