Privacy Policy


Although Certified Public Accountants, are no longer required by law (Gramm-Leach-Bliley
Act, Public Law 106-102 (FTC 16 CFR Part 313)) to inform their clients of their policies
regarding privacy of client information, we feel that is good business practice to continue to
do so. 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.

Your Information:
Your nonpublic personal information is collected from various sources:

  • Information received from you on tax organizers, worksheets, client questionnaires, applications, emails and other financial documentation you provide;
  • Information you provide during personal interviews and telephone conversations;
  • Information about your transactions with the firm;
  • Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf.

Your nonpublic personnel information is not disclosed to any person or party, except as
required by law or to facilitate filing your tax return. Upon closing your account, your
nonpublic personal information will not be disclosed to any person or party unless
requested in writing by you.

Access to your information is restricted in a variety of ways:

  • Only to those employees who have a need to know to provide products or services to you;
  • Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your nonpublic personal information.

Your privacy is important. Please trust that protecting your information is equally important.
Should you have any questions, please contact Lawrence P. Poppert III.

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