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C. J. Richtsmeier, CPA
Last Updated August 23, 2005
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The Gramm-Leach-Bliley Act and the
related Federal Trade Commission (FTC) requires us to provide the following
disclosure notice of our privacy policy to our clients.
DISCLOSURE
NOTICE
C.J.
RICHTSMEIER, CPA - 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. 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
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