Your financial and personal privacy is important to all of us at Bessolo|Haworth CPAs. We’re committed to maintaining and monitoring the highest standards of client confidentiality which are described below.
SOURCES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
As a general practice, we collect non-public personal information about you and your business that may be provided directly from you or from others you authorize to provide to us. This information may be provided to us in writing via regular mail, email or over the internet, verbally via the telephone or during in-person meetings and discussions, from third parties, with your authorization and from transactions with our affiliates or us.
PARTIES TO WHOM WE DISCLOSE INFORMATION
We do not disclose any non-public personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosure of your nonpublic personal information is restricted to employees and others 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 and that they are bound either by our professional standards of confidentiality or nondisclosure agreements, where applicable.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF NON-PUBLIC 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 accounting and financial services is very important to us. Please contact us if you have any questions or concerns about the confidentiality of your information.
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Accounting, tax or other professional advice contained in or accompanying this document, unless otherwise specifically stated, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter that is contained in or accompanying this document. In addition, unless otherwise specifically stated, any advice provided shall not be deemed a formal accounting, tax or other professional advice upon which the addressee can rely.