CPAs, like all other certified providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by certified 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 provided to us by your 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 certified practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to certified 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.
Protecting the Confidentiality and Security of Current and Former Clients' Information:
We retain certified records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain certified physical, electronic, and procedural safeguards that comply with our standards.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with qualified financial services are very important to us.
Lamfers & Maas is a certified public accountant of Sioux Falls offering accounting, tax prep, auditing, valuation, and advisory services.