Our Commitment to Your Privacy
Client Confidentiality Policy
 
Confidentiality is one of the cornerstones of the CPA profession. We know your financial information is private, and you can be assured that we employ every reasonable data security measure available – including physical locks on file cabinets, network password protections, hard and soft network firewalls, and data encryption techniques. Our physical location is monitored by Everglades Advanced Security, Inc. Your files, electronic and otherwise, are available only to our firm staff. Your electronic files are backed up daily and stored on private, offsite storage media with high-level password protection. All copies of client documents not needed in hard-copy format are shredded. And, all original business and accounting records provided to us are returned to our clients promptly. We retain scanned copies of the documents necessary for the performance of our services and those which are required by law.
 
The personal, non-public information we collect about you has been derived from the following sources:
 
1. Applications, tax preparation worksheets, tax organizers and any other documents that you may have provided for use in preparing your tax return.
 
2. Transactions with others or us.
 
3. Information we receive from consumer reporting agencies.
 
No personal information will ever be disclosed about you to anyone, except that which is already public or permitted by law. In the instance of information that is already public or permitted by law to be disclosed, we will not make any disclosure without your prior consent. Should you close your account with us or become an inactive client, we will continue to adhere to this policy regulation as written here. The information you give us about your personal or business records is reserved only for our employees who need to know in order to properly service your account.
 
Procedural physical and electronic safeguards will be maintained in compliance with our professional standards, as well as Federal law regarding non-public personal information.
 
We are committed to retaining your confidence, and want to assure you that any information you give us remains safe and confidential.
 
Please feel free to contact us if you have any questions concerning this policy.