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CPA Consulting, LLC like all providers of financial services is required by law to inform their clients of their policies regarding privacy of client information. CPA Consulting, LLC maintains professional and ethical standards of confidentiality that are even more stringent than those required by law. Therefore, CPA Consulting, LLC always protects your privacy rights.
CPA Consulting, LLC will not disclose any nonpublic personal or business information obtained in the course of our practice except as required by law. Permitted disclosures include, with proper consent, providing information to our employees and to affiliated third parties that assist in providing services to you. In all such situations, CPA Consulting, LLC must receive prior permission to share the aforementioned confidential information.
CPA Consulting, LLC retains records relating to professional services to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard nonpublic personal and business information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.