CERTIFIED PUBLIC ACCOUNTANT
CERTIFIED FORENSIC ACCOUNTANT
In accordance with the Gramm-Leach-Bliley Act, enacted by Congress on November 13, 2000, we are required to inform you that we do not disclose any of your financial data (or related information) to anyone, except as allowed by law. Therefore, you should be aware that we collect nonpublic personal information about you from the following resources:
a. information provided by you to prepare your tax returns. This primarily consists of documents that you have obtained from outside third parties and any work papers which you have prepared for us to review;
b. information about numerous transactions with others or with this office; and
c. any other sources deemed fit.
Should you decide to no longer be one of our clients, we will continue to employ the privacy policies and practices as described in this notice.
As part of our policy we restrict knowledge of your personal and financial facts to those individuals who need to know the information in order to appropriately serve you. Our office is established in order to maintain physical, electronic and procedural safeguards that conform to federal standards in order to guard your personal nonpublic information.
Your continued confidence in our ability to serve you is a treasured asset and we want you to know that your information is safe, secure and not subject to third party intervention. Please call us if you have any questions or concerns.
© Copyright Edmund R. Milot, CPA
158 Duffy Drive, Taunton, MA 02780--2822
ph: 508-823-1597 fax: 508-823-8017 firstname.lastname@example.org