This Privacy Policy is to help you understand what information our firm collects about you, the limited times we may share it with others, and what measures we take to protect your privacy. We collect nonpublic personal information about you from various sources, including:
We do not share any personal information about you with anyone without your express consent, except as permitted or required by law. The law permits or requires disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, or as part of actual or threatened legal proceedings or alternate dispute resolution. We may share any information we collect (except for consumer reporting agency information, which we do not disclose) to nonaffiliated companies which perform support services on our behalf (such as tax or data processing, transmission of electronic returns or data, records retention, and mailing services). We do not sell or otherwise disclose our client list or any of your information to outside companies for their marketing or solicitation use. We may also share your information with other parties who help assure our compliance with professional accounting standards (such as peer review), or who conduct due diligence procedures, such as if we consider a sale or merger of our practice. Keeping your information confidential and secure is of utmost importance to us. We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information. Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.
1108 S. Baldwin Ave., Arcadia, CA 91007 | 626-254-8668 | info@pag-cpa.com