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WJH Privacy Policies
CPAs, like all providers of
personal financial services, 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. We have always protected your right to privacy and
will continue to do so.
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 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.
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. In order to guard your
nonpublic personal information, we maintain physical, electronic,
and procedural safeguards that comply with our professional standards.
Your privacy, our professional
ethics, and the ability to provide you with quality financial services
are very important to us. Please contact
us if you have any questions or concerns.
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