Chicago Office: (773) 244-1040 | New York Office: (917) 972-1040

Privacy Policy

  • Privacy

    • Certified Public Accountant’s, like all providers of personal financial services, are now required by law (Gramm-Leach-Bliley Act, Public Law 106-102 (FTC 16 CFR Part 313)) to inform their clients of their policies regarding privacy of client information. CPA’s 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 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 practice except as required or permitted by law or when necessary to process transactions or to provide services requested by 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 your professional needs and, in some cases, to comply with professional guidelines and government standards. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
    • Please contact us if you have any questions concerning your privacy or our professional ethics.

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