Your Privacy is Important to Us
We highly value your trust and confidence in us, and we want to assure you that your personal information is kept completely confidential by us. As a member of The National Association of Enrolled Agents and The National Association of Tax Professionals, Cindy Lewis, adheres to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.
Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding privacy of client information. Our firm continues to adhere to professional standards of confidentiality that are even more stringent than those required by law. We have always protected the security and privacy of your personal and financial information.
Types of Nonpublic Personal Information We Collect
The only nonpublic personal information we collect is provided to us by you or obtained 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 law. Permitted disclosures may include providing information to our employees, or, in limited situations, to unrelated third parties who need that information to assist us in serving you. In all situations, we stress the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Clients' Information
We retain records relating to our professional services to better serve your professional needs and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
What if You Become a Former Client?
If you have further questions about our policy, please do not hesitate to contact us.