TO:        All Clients
FROM:  Cape Coral Accounting Service, Inc
RE:        PRIVACY POLICY

Your Privacy is Secure “Important notice about your confidential information”

Types of Nonpublic Personal Information We Collect

Your nonpublic personal information is collected from various sources:

  • Information received from you on tax organizers, worksheets, client questionnaires, applications and other financial documentation your provide;
  • Information you provide during personal interviews and telephone conversations;
  • Information about your transactions with the firm;
  • Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf.

Parties to Whom We Disclose Information

Your nonpublic personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return.  Upon closing your account, your nonpublic personal information will not be disclosed to any person or party. Permitted disclosures include, for instance, providing information to our employees, and in limited situation, to unrelated third parties who need to know that information to assist us in providing services to you.  In all such situations, we stress the confidential nature of information being shared.

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

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. Access to your information is restricted in a variety of ways:

  • Only to those employees who have a need to know to provide products or services to you;
  • Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your nonpublic personal information.

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Your privacy is important, Please trust that protecting your information is equally important. Please call if you have any questions.

“Any tax advice included in this written or electronic communication was not intended or written to be used, and it cannot be used by the taxpayer, for the purpose of avoiding any penalties that may be imposed on the taxpayer by any governmental taxing authority or agency.” – IRS Circular 230