CPAs, like all providers of personal financial services, are required by federal and Texas state laws 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.

It is our policy to protect the confidential nature of all personal information obtained from our clients. Except as disclosed in this policy, we will not intentionally disclose personal information to third parties without explicit authorization.

We collect nonpublic personal information, including your Social Security number, because it is necessary for us to use when preparing forms and communicating with the Internal Revenue Service or other taxing authorities. We will only use the Social Security number as means of identification with a taxing authority, or as otherwise allowed by you.

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.

We protect Social Security numbers as we protect all of our clients’ confidential information. We use commercially reasonable safeguards on our computer system to prevent unauthorized access of confidential information, including Social Security numbers. Although security cannot be guaranteed, we maintain physical, electronic, and procedural safeguards that comply with professional standards.

We will modify all personal information to make it unreadable or undecipherable before disposing of any records. We may make personal information unreadable by shredding, erasing, or other means. We may also dispose of personal information by contracting with a person engaged in the business of disposing of records that contain confidential information. Again, we stress the confidential nature of any information being disposed of and take necessary precautions to protect privacy.

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.