Rochester NY CPA - Gray CPA Certified Public Accountants - Tax Planning, Asset Management, and Litigation Support
email: info@graycpa.com - telephone: 585-270-5303   

Privacy Policy

Privacy Policy

Gray Certified Public Accounting, P.C. Privacy Policy

CPAs, like all providers of personal financial services, are required by law to inform you of our 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

We collect nonpublic personal information about you that you provide to us or that we obtain with your authorization.

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by you or by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to external parties who need that information to provide services to you. Examples include your attorney, stockbroker, banker, and insurance agent. In all such situations, we stress the confidential nature of information being shared. Information of our audit and accounting practice may be seen, but not taken, during a review of our firm's practices under authorization of our professional accreditation body, and tax information is subject to disclosure to authorities when you engage us to represent you during an audit of your tax returns. We can be compelled to comply with a valid subpoena or summons.

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 or regulatory guidelines. To guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with laws, regulations, and our professional standards.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are critical to us.

Friday, September 22, 2017
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