Like other providers of personal financial services, certified public accountants are required by law to inform clients of company policies regarding the privacy of client information. CPAs continue to be bound by strict professional standards of confidentiality; we have always protected your right to privacy.
Additionally, state and federal law provide for criminal penalties for tax return preparers who disclose client information. Your written consent will be obtained before White & Company, PC uses or discloses your information for any purpose other than the preparation of your tax return or as required by law.
This firm is a member of the American Institute of Certified Public Accountants and follows their Code of Professional Conduct which prohibits disclosing confidential client information.
Types of Non-public Personal Information We Collect
White & Company, PC collects non-public personal information about you that you provide to us, or by which is obtained by us with your authorization. Examples of sources from which we collect information include client phone calls, interviews, client emails and letters, client tax organizer, tax returns, and questionnaires concerning financial history.
Parties to Whom We Disclose Information
We may disclose all of the personal information that we collect, as described above, including tax returns and financial plans with our affiliate, White & Company Financial Planning, Inc. If this is the case, you will be informed in advance.
We restrict access to your personal information to those employees who need to know that information to provide services to you. We are committed to safekeeping your confidential information and we maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.
Current and former clients’ non-public personal information obtained in the course of providing accounting services is not disclosed except as required or permitted by law. Permitted disclosures include providing client information to White & Company, PC employees and, in limited circumstances, to unrelated third parties who require such information to assist White & Company, PC in providing client services. The confidential nature of the shared information is emphasized in all circumstances.
Protecting the Security and Confidentiality of Current and Former Client Information
White & Company, PC retains records relating to professional services provided to clients so that we may better assist clients with their professional needs. Additionally, records are retained in some circumstances to comply with professional guidelines and requirements. To protect your nonpublic personal information, White & Company, PC maintains electronic, physical, and procedural safeguards in compliance with CPA professional standards.