Certified Practicing Accountants
To our Clients:
Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. 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 it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.
We collect certain information about you or your organization – but only when that information is provided by you or is obtained by us with your authorization. We use that information to conduct audits and assurance engagements, prepare tax returns, financial statements and other documents. We also may use it to provide various other tax, accounting and financial planning services to you at your request.
Examples of sources that we collect information include interviews and phone calls with you; letters and emails from you; and any information that has been obtained from you during the course of our professional engagements with you.
As a general rule, we do not disclose personal information about our past or present clients to anyone. However, to the extent required by law and applicable Code of Professional Conduct, and only after getting prior written approval from you, certain non-public information about you may be disclosed in the following circumstances:
1. To comply with a validly issued and enforceable subpoena or summons
2. In the course of a review of our firm’s practices under the authorization of a national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization
3. As part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record
4. In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
5. To provide information to affiliates of the firm and nonaffiliated third parties who perform consultation, or other services or functions for us in conjunction with our services to you
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other 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 firm, applicable law, our Code of Professional 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 audit, assurance, accounting, tax and financial planning needs. We value your business and are committed to protecting your privacy. We hope that you view our firm 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.
MHPA, Certified Practicing Accountants
15th November, 2014