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 Bishop and Bishop PC will collect
The firm collects nonpublic personal information about you that is provided by you or obtained by firm with your authorization.
Parties to Whom Bishop and Bishop will Disclose Information
For current and former clients, the firms does not disclose any nonpublic personal information obtained except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, the firm stresses the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients' Information
Bishop and Bishop will retain records relating to professional services that provided so that firm is 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, the firm maintains physical, electronic, and procedural safeguards that comply with professional standards.
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 Bishop and Bishop.