Rechtman CPA PLLC
Privacy Notice
This privacy notice explains how Rechtman CPA PLLC handles nonpublic personal information in connection with professional services.
Our Commitment to Privacy
We are committed to maintaining the confidentiality and security of personal information provided to us. Your privacy, our professional ethics, and our ability to provide quality financial services are very important to us.
Information We Collect
We collect nonpublic personal information about clients from the following sources, as applicable:
- Information received from clients on tax organizers, worksheets, applications, questionnaires, and other forms.
- Information received from clients in meetings, telephone calls, correspondence, email, and other communications.
- Information about transactions with us, our affiliates, or others.
- Information received from banks, brokers, employers, governmental agencies, and other third parties in connection with services we perform.
Information We Disclose
We do not disclose any nonpublic personal information about current or former clients to anyone, except as permitted or required by law and as necessary to provide professional services. Such disclosures may include information provided to taxing authorities, regulatory bodies, courts, or other parties when authorized by the client or required by applicable law.
Confidentiality and Security
We restrict access to nonpublic personal information to those professionals and staff members who need to know that information in order to provide services. We maintain physical, electronic, and procedural safeguards intended to protect personal information.
Internet and E-mail
Information submitted to us via our web site, or via e-mail, passes as clear text and is unencrypted. Many safeguards are put in place to assure safe delivery of electronic messages sent via e-mail and through our web site, but there is no assurance that such messages will not be intercepted.
Questions
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.
Contact
Email: yigal@rechtman.com