Types of Nonpublic Personal Information We Collect
Our office only collects nonpublic personal information about you that is provided to us by you or obtained by our office with your authorization.
Nonpublic Personal Information
The term “nonpublic personal information” includes any personal information such as your address and social security number, and personally identifiable financial information obtained by our office.
Nonpublic Financial Information
The term “personally identifiable financial information” means any financial information obtained about you resulting from the services provided by our office. This includes, but is not limited to, tax information and liabilities, and information about your assets such as account numbers, values, and history, if applicable. The fact that you have obtained tax services from our office is also considered “personally identifiable financial information.”
Parties to Whom We Disclose Information
For current and former clients, our office never discloses any nonpublic personal information obtained in the course of our practice except as required or permitted by law or authorized by our client. Permitted disclosures include, for instance, providing information to employees of this office (who also are required to maintain confidentiality within the office), and in limited situations and with your consent, to unrelated third parties such as your accountants, financial advisors, insurance agents, financial institutions and government authorities in connection with your tax returns, who need to know that information to assist our office in providing services to you. In all situations, our office stresses the confidential nature of information being shared and the fact that it is not to be disseminated to unrelated third parties absent your express permission.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
Our office retains records relating to professional services that we provide you so that we are better able to assist you with your investment banking, financial consulting, and small business to lower middle market lending needs. In order to guard your nonpublic personal information, our office maintains physical, electronic, and procedural safeguards that comply with professional ethical standards and federal regulations to guard your nonpublic personal information.
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