Privacy Policy

AcCount Above and staff respect your privacy

We understand that you furnish sensitive data to us in the course of our daily business and we are committed to treating such information responsibly. We know that you expect privacy and security regarding your personal and financial affairs and we will take the necessary steps to safeguard all information that has been entrusted to us by you.

CPA’s, like all providers of personal financial services, are now required by law to inform clients of their policies regarding privacy of client information. CPA’s 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, and will continue to always protect, your right to privacy.

Types of Non-Public Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us from additional sources.

Parties To Whom We Disclose Information

Regarding all of out current and former clients, we do not disclose any personal information obtained in the course of our practice except as required by law. Permitted disclosures include, for instance, providing information to our employees, in the course of completing work on behalf of the client. In all such situations, we stress the confidential nature of information being shared. All of us at AcCount Above, PC are under contract to maintain the same level of confidentiality whether a CPA, accountant, bookeeper, or secretary.

By law we are required to disclose certain personal information under the following circumstances: if and only if you give instructions by phone or written authorization to comply with federal, state or local laws, in response to a summons or subpoena, or as directed by you personally to any other party you so request. We are allowed to maintain client-accountant confidentiality as detailed in the Internal Revenue Code in dealing with tax matters.

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

AcCount Above, PC retains records relating to professional services provided so that we are better able to assist you with your professional needs and to comply with professional standards. In order to guard your nonpublic personal information, we maintain electronic firewalls for computer information, and electronic surveillance (a burglar alarm), both complying with our professional standards.

Please contact us 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.

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