Harvey & Parmelee LLP, January 1, 2015
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. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser and we will work to continue earning your trust. California law specifically prohibits the disclosure or use of tax information without your advance written consent. California law now also mandates that individual income tax returns be electronically filed. In compliance with these laws, we hope that by taking a few moments to read this policy statement, 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 personal information about you that is provided to us by you or is obtained by us from third parties with your authorization. We use that information to prepare your personal and business income tax returns and may also use it to provide various tax and financial planning services to you at your request. Examples of sources from which we collect information include:
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
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.
As a result of these requirements, if you ever have a need for us to disclose information to third parties such as banks, attorneys, etc., we require that you specifically request in writing that the disclosure be made.
These procedures include gateways, firewalls, passwords, and procedural controls to prevent unauthorized access to our computer systems. It is possible for us, with your authorization, to transmit tax returns and information to you in Adobe Acrobat formatted documents. If you request and authorize non-secure methods of transmission and file exchange, we cannot ensure or warrant the security of any information transmitted over the Internet.
Thank you for allowing us to serve your accounting, tax, and financial planning needs. Please call us at (562) 698-9891 if you have any questions or if we can be of further service.