As a client of Curtis Accounting & Tax Services, LLC, we would like to take this opportunity to both thank you for your business and to share with you the importance our company places upon protecting the privacy of information we gather from you in accordance with applicable state and federal laws. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. We hope that by taking a few minutes to read this, you will have a better understanding of what we do with the information you provide to us and how we keep it private and secure.
Types of Information
We collect certain non-public personal information about you – provided by you or obtained by us with your authorization – to prepare your personal/business income tax returns and may also assist in various tax and financial planning services to you at your request. This non-public information is collected from various sources:
- Received from you on client questionnaires, worksheets, applications, and other financial documentation you provide;
- Information you provide via personal interviews, telephone conversations, faxes, and/or emails;
- Information on tax returns, financial planning questionnaires, and financial history questionnaires.
Non-Disclosure
As a general rule, we do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted or required by law. We continue to apply this policy to your non-public information should you cease to conduct business with us and become and inactive client.
Confidentiality and Security
Except as otherwise described in this notice, we restrict access to non-public personal information about you to those employees/third parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our company, applicable law, our Code of Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting you privacy. We hope you view our company as your most trusted advisor and we will work to continue earning your trust. Please contact us if you have any questions or if we can be of further service.
111 E. Court St, Lower Level | 810.285.9722 | marlena@curtistaxservice.com