Your Privacy is Important to Us
We value your trust and confidence in our firm and want to assure you that your personal information is kept completely confidential by us. As a Certified Public Accounting firm, we adhere to the highest level of professional ethical responsibility and obligations to maintain the confidentiality of your information. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such manner as to always maintain your trust and confidence.
Types of Personal Information We Collect
In order to meet your needs in the course of tax preparation, tax planning, and compilation and review engagements, we collect various types of personal information about you from the following sources:
Information that we receive from you when we meet with you in person or over the telephone, when you send us information by mail or email, on tax preparation worksheets or other documents used in preparing your tax returns or in providing other services to you. Such information may include (but is not limited to) your name, address, birth date, social security number, income and investment sources and amounts, and other tax and financial attributes about you.
Information we receive from you, or send to you, at your request if you contact us online. We will retain the information you provide us to deliver email messages to you. We may retain the content of your email messages, your email address, and our subsequent response to you.
Do We Share Your Personal Information?
We may share personal information with our affiliates to assist in providing tax and financial planning solutions and opportunities to you. We do not share personal information with unaffiliated third parties without your express consent, except as permitted by law and as described below.
The law permits disclosure in certain circumstances, such as if we must share information to protect against fraud or to protect against credit risk, in response to a court subpoena, and sharing with others who may be assisting us in compliance with professional standards or who assist us in providing tax preparation and other services to you.
We may also share any, or all, of the information we collect, as described above (except for consumer reporting agency information) with nonaffiliated third parties that perform other support and marketing services on our behalf, such as outside data processing, tax preparation, market research, and mailings.
For your protection, our agreements with these entities require that they also keep your personal information in the strictest of confidence, just as we do.
Confidentiality and Security of Your Personal Information
We have implemented physical, electronic, and procedural safeguards to protect your personal information from loss, misuse, modification or destruction. All partners, employees and principals are required to keep your personal information confidential and only authorized personnel have access to this Information.
We have no control over what information third parties track or collect, and we have no responsibility or liability for any tracking, data collection or other activities of third parties.
Questions or Concerns
Please contact us at CPA@lockartcpa.com to report any known or suspected privacy or security breaches or to submit privacy-related questions or complaints.
Last Revision: 11/29/18
Lockart, Panagiotou & Co., LLC