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Robert L Johnson, CPA/PFS 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 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.(1) 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. Best regards, Bob Robert L Johnson, CPA/PFS & Assoc., PLLC (1) Records We Maintain and Your Record Keeping Responsibility The records we maintain, in whatever format, are not intended to replace your original documents. Space limitations require we purge records as needed. Please do not rely on our limited records as a replacement for your record keeping. You are solely responsible for your original documents and tax returns. Please call if you need clarification. © Robert L. Johnson, a CPA/PFS (Personal Financial Specialist), has been advising clients since 1970. His tax business and personal financial consulting firm is located in North Conway, NH and Wells ME. Articles on this site are general information and not tax advice. Please see your professional tax advisor. Top |
