300 n. lake ave.
pasadena, california 91101
(626) 577-1082 fax
Take a moment and send us an e-mail to get the conversation started at firstname.lastname@example.org. Let us know the best way to contact you and if you are interested in either accounting and auditing, a tax consultation or estate planning.
As is true for all providers of personal financial services, certified public accountants are 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 either 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.
Confidentiality and security of client information
We retain records relating to professional services we provide to current and former clients so we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.