Privacy Notice
- CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding the 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 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 and with your consent, to unrelated third parties who need to know 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 records relating to professional services that we provide so that we are better able to assist you with professional needs and, in some cases, to comply with professional guidelines. To guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
- For Clients Who Opt-In to SMS Messaging
- Personally identifiable information (PII) may be used internally by Brummett & Gonzalez, CPAs, PC for the sole purpose of executing our SMS notifications and will not be shared with any third-party affiliates, either internal or external, for marketing or promotional purposes. Our treatment of all PII is consistent with this privacy policy. If you wish to be removed from receiving future SMS communications, you can opt out at any time by texting STOP. Message frequency varies. Message and data rates may apply.
- Please call if you have any questions because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.