POLICY ON DISCLOSURE OF YOUR PERSONAL INFORMATION
CPAs, like all providers of personal financial
services, are required by the Federal Trade Commission
(FTC) to inform their clients of their policies
regarding privacy of client information. As CPAs, we are
bound to professional standards of confidentiality that
are more stringent than those required by the FTC.
Therefore, we have always protected your right to
privacy.
Types of Information We Collect
We collect information that is provided by you or
obtained by us with your authorization to prepare your
income tax returns and/or provide tax planning services
to you.
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information
about our clients or former clients except as required
by law, the Code of Professional Conduct of the
Washington Society of Certified Public Accountants (WSCPA),
or the Ethics Ruling of the American Institute of
Certified Public Accountants (AICPA). These
circumstances could include any of the following:
- A validly issued subpoena or summons.
- A review of
our professional practices or ethics by the AICPA, the
WSCPA, or the Washington State Board of Accountancy.
- A
review relating to a prospective purchase, sale, or
merger of all or part of our practice.
- Participation
in actual or threatened legal proceedings or alternative
dispute resolution proceedings by or against our firm,
as compelled by a court of law.
- Using nonaffiliated
third parties who perform services for us in the
preparation of your returns or tax planning.
Additionally, upon your written request, we will
disclose information about you to the parties you
specify.
General Restriction on Disclosure of Personal
Information
In circumstances where we do disclose personal
information we take reasonable precautions to ensure
that your personal information is not used for purposes
other than that for which the information was disclosed.
We do not share your personal information with companies
that perform marketing services.
The Firm’s Practices for Protecting the
Confidentiality and Security of Nonpublic Personal
Information
We retain records relating to professional services
that we are engaged by you to perform so that we are
better able to assist you with your professional needs.
We safeguard these records in accordance with IRS
regulations.
Summary
Again, we do not disclose any nonpublic personal
information about our clients, except for the reasons as
specified above. We will continue to protect the privacy
and security of your information and perform services
for you with the highest level of integrity that you
expect from your CPA. If you have questions about this
policy, please feel free to contact us. You can also
review more information regarding the FTC regulations at
www.ftc.gov/privacy, then scroll to the section
entitled “Gramm-Leach-Bliley Act.”