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Donald & Company, P.S.C.
Certified Public Accountants and Business Advisors |
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Privacy 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 and always will protect your right to privacy.
Protecting Clients Confidentiality & Security 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.
Parties with Whom We Discuss Information New regulations under Internal Revenue Code Section 7216, Disclosure or Use of Tax Information by Preparers of Returns, became effective January 1, 2009. The new regulations update regulations that have been substantially unchanged since the 1970s, and give taxpayers greater control over their personal tax return information. The statue limits tax return preparers' use and disclosure of information obtained during the return preparation process to activities directly relate to the preparation of the return. Specific procedures and forms are now required to release client information to most 3rd parties. If you have any questions please call Donald & Company, P.S.C. at (859)223-3318, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
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Bus: (859) 223-3318 Fax: (859) 223-5875 |
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