Maintaining your trust and confidence is very important to us and is one of our top priorities. Because of this we want to convey how we protect your privacy when we receive information from you and or your family members, and the steps that we take to safeguard your information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. We have always protected your right to privacy. This notice is provided to you on behalf of Nancy L. Shoemake C.P.A., P.A.
Information We Collect
In connection with providing you with tax preparation, investment products, financial advice, business accounting, and other services we obtain non-public personal information about you including:
Information We Disclose
We will not disclose information regarding you or your account except under the following circumstances:
Our Security Policy
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. Only those individuals who need this information to perform their jobs are authorized to have access to confidential client information. We maintain physical, electronic, and procedural security measures that comply with our professional standards to safeguard confidential client information.