Disclosure Policy

Disclosure of 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

As your CPA, we collect:
Information provided by you from your tax organizer, worksheets, documents and discussions
Information that we develop as part of providing our services to you

Parties to Whom We Disclose Information

As your CPA, we are required to keep all information about our engagement confidential so we will not disclose any information about you unless we have your approval or required/permitted by law. This applies even if you are no longer a client.

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

We are committed to safe keeping of your confidential information and we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

The privacy of your nonpublic personal information, our professional ethics, and our ability to provide you with quality financial services are very important to us.

Vollmer, Daniel, Gaebe & Grove, LLP
Certified Public Accountants