Your Privacy Is Important To Us
We highly value your trust and confidence in us and want to assure you that your personal information is kept completely confidential by us. As a Certified Public Accounting firm, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of your information. While this policy is specifically directed to individuals who inquire about or to whom we provide services for personal or family purposes, we adhere to similar confidentiality standards for our business clients under strict ethical responsibilities mandated by our membership in both the American Institute and Minnesota Society of Certified Public Accountants.
TYPES OF PERSONAL INFORMATION WE COLLECT
In order to meet your needs in the course of our engagement, we collect various types of personal information about you from the following sources:
Information that we receive from you when we meet with you in person or over the telephone or when you send us information by mail or email is kept secure. Such information may include your name, address, birth date, social security number, investment accounts, or other financial attributes about you.
Information we receive from you, or send to you, at your request if you contact us online. We will retain the information you provide us to deliver email messages to you. We may retain the content of your email messages, your email address, and our subsequent response to you.
PARTIES TO WHOM WE DISCLOSE INFORMATION
We may share personal information with our affiliates to assist in filing your claim for lost property. We do not share personal information with unaffiliated third parties without your express consent, except as permitted by law and as described below.
The law permits disclosure in certain circumstances, such as if we must share information to protect against fraud or in response to a court subpoena, and sharing with others who may be assisting us in compliance with professional standards or other services to you.
For your protection, our agreements with these entities require that they also keep your personal information in the strictest of confidence, just as we do.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF YOUR PERSONAL INFORMATION
OUR PLEDGE TO YOU
Our professional ethical obligations and responsibilities demand the highest regard and duty toward the confidentiality of your personal information and security of your privacy. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such manner as to always maintain your trust and confidence. Please call your client service contact if you have any questions.