Your Privacy is Important to Us
We appreciate the confidence and trust you place in us and we want you to have confidence that your personal information is kept completely confidential by us. As a Certified Public Accounting firm and a member of the Georgia Society of Certified Public Accountants, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of client information.
This Privacy Policy summarizes for you what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.
The Personal Information We Collect
To meet your needs during tax return preparation, tax, estate and financial planning, and tax compliance engagements, we collect various types of personal, including sometimes non-public information, about you from the following sources:
- Information that we receive from you when you meet with us in person or over the phone, when you send us information by mail or email, through our website including client-designed secure portal, on tax preparation worksheets, and on other documents or forms that we use in preparing your tax return or in providing other services for you. Such information includes your name, address, social security number, income, investment and other assets, and other tax and financial information about you.
- Information we receive from you when your browser interacts with us when you visit our website. Such information includes information transmitted on an internet cookie, such as your password to our site, your preferences on the site, and your internet service provider’s (IP) address.
- Information we receive from a consumer reporting agency, such as your credit history and outstanding loan balances.
Sharing of Personal Information with Other
We do not share any personal information about you to anyone without your express consent, except as permitted by law and as described below.
The law permits disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, to others who are assuring our compliance with professional accounting standards (peer review), etc.
Ways We Protect the Confidentiality and Security of Your Personal Information
We take seriously our obligation to keeping your information confidential and secure. As such, we follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. We also maintain physical, electronic, and procedural safeguards to guard your personal information. We restrict access to your personal information to those employees who need to know the information to provide products or services to you. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for policy violations.
In the Event You Are No Longer a Client
Should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.
Our Promise
As Certified Public Accountants, our professional ethical obligations and responsibilities demand the highest regard and duties toward the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it appropriately and will undertake and complete your engagements with us in such a manner to maintain your trust and confidence in us.
