At Raul Torres, CPA, protecting the confidentiality and security of our clients’ information is an important part of the way we conduct our business. We want you to know that we are committed to safeguarding your privacy while helping you achieve your business and financial goals.
We collect nonpublic personal information about you from the following sources:
· Information we receive from you on applications, tax organizers, worksheets and other documents;
· Information about your transactions with us, our affiliates, or others;
· Information we receive from a consumer-reporting agency.
Parties to Whom We Disclose Information
For our current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for example, providing information to our employees for use in the preparation of your business financial statements or tax returns.
We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, a financial institution or mortgage lender, who contacts our office for a copy of your tax return or financial statements. In all cases, we will ask that you provide written permission prior to our responding to that request.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.
If you have any questions about this policy, please do not hesitate to contact us.