We value the trust and confidence you placed in us and want to assure you that your personal information is kept completely confidential. As a Certified Public Accounting firm, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of your information. While this policy is specifically directed to individuals whom we provide services, we adhere to the same standards for our business clients.
In order to meet your needs in the course of our business, tax preparation and tax compliance engagements, we collect the following types of personal information about you:
Information we receive from you when we meet during our in person interview, by telephone, information sent to us by mail or email, on tax return organizers or other documents used in preparing your tax returns. Such information may include, your name, address, birth date, social security number, income, driver’s license information, investment sources and amounts, and other tax and financial aspects about you.
Information about your transactions with others or us: Such information may include, investment allocations and performance, investment objectives, parties to transactions, account balances, and payment history.
Information we receive from you, or send to you, at your request if you contact us online: We will retain the information you provide us to deliver email messages to you. We may retain the content of your email messages, your email address and our subsequent response to you.
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice unless permitted by law. We permit disclosures to our employees in order to perform requested services by our clients with the understanding that all information shared is of a confidential nature.
The law permits disclosure in certain circumstances, such as if we must share information to protect against fraud or to protect against credit risk, in response to a court subpoena, and sharing with others who may be assisting us in providing tax preparation and other services to you with your written consent.
Our professional ethical obligations and responsibilities demand the highest regard and duty toward the confidentiality and security of your personal information. We will protect your information, use it appropriately, and accomplish our engagements with you in such manner as to always maintain your trust and confidence. Please do not hesitate to comment or ask us questions regarding the above information.
Colasanti & Iurato LLP