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Somerset CPAs recognizes that our most important asset is our clients’ trust. We respect your right to keep your personal information confidential and to avoid unwanted solicitations.
Somerset CPAs, like all providers of personal financial services, is required by law to inform our clients of our policies regarding privacy or 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 provided to us by you, or obtained by us from third parties 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 do not hesitate to contact us at 317.472.2200 if you have any questions or desire additional information.