Although we will not refund any payment for services rendered, even if you are not satisfied with the result, we will strive to ensure that all work product has been completed in the most optimal manner consistent with our understanding of tax law, of the information you have provided, and pursuant to the rules of professional conduct prescribed by our governing bodies. At our option, any dispute may be referred to an outside arbitrator for resolution.
Certified Public Accountants, and Chartered Professional Accountants, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPA's 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 either 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 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. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Please contact us if you have any questions, since your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.