As your CPA, we:
- collect information provided by you from your tax organizer, worksheets, documents, discussions and information that we develop as part of the engagement.
- are required to keep all information about our engagement confidential, so we will not disclose any information about you unless we have your approval or are required or permitted by law. This applies even if you are no longer a client.
- committed to safekeeping of your confidential information and we maintain physical, electronic, and procedural safeguards to protect your information.