Security

We understand the importance of security when dealing with your personal information.  Our computers are maintained by professional technicians with experience in cybersecurity protocols.  We use firewalls and passwords on all computers, databases and tax software to ensure your privacy is protected.  We use ShareFile® for document sharing and RightSignature™ for e-signatures of tax returns when requested by clients.  All paper containing any personal client information is shredded on site or maintained in hard files on site. We highly recommend using ShareFile® to submit any electronic information to our office.  Please limit your use of email to send personal information.  Contact us to have a ShareFile® folder set up for you to access.  

Privacy

Laurie E. Williams, CPA Privacy Policy 

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 We Collect 

We collect nonpublic personal information about you that is provided to us by you or obtained by us from third parties with your authorization. 

 

Parties to Whom We Disclose Information 

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice 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, we stress the confidential nature of information being shared.

 

Protecting the Confidentiality and Security of Current and Former Clients’ 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.

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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 us. 


QuickBooks® is a registered trademark of Intuit Inc.

ShareFile® is a registered trademark of Citrix Systems, Inc.