McDaniel & Associates, P.C. Notice of Policy and Practices
McDaniel & Associates, P.C. recognizes and respects the privacy expectations of our clients. CPAs, like all providers of personal financial services, are now 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. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you from the following sources:
Information we receive from you on applications, tax preparation organizers, worksheets, and other documents we use in tax preparation or providing financial services or other forms such as your name, address, social security number, names of family members, assets, liabilities, income and expense.
Information about your transactions with us, our affiliates, or others, such as your account balance, investments, current and prior tax information, and possibly credit card usage.
Information we may receive from a consumer-reporting agency.
Parties to Whom We Disclose Information
We will not disclose any nonpublic personal information about our clients or our former clients to anyone, consistent with our professional confidentiality obligations. However, with your consent, we will disclose information about you and we may be required by law to disclose personal information about you, as for example, in response to a subpoena or court order.
We do not share your personal information with companies that perform marketing services.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
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.