George N. Woglom, CPA, MBA
Privacy Policy
Certified Public Accountants, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have always been bound by professional confidentiality standards through the American Institute of Certified Public Accountants that are more stringent than those required by law.
Your privacy is important to us
We are committed to your privacy and to keeping your trust. No client information is made available to any third party without the express written consent of the client.
Types of information we collect
We collect nonpublic personal information about you that is provided by you, or obtained by us with your authorization, in connection with providing tax and accounting services to you.
Parties to whom we disclose information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees for use in preparing tax returns, and in very limited situations, to other parties who need to know that information to assist us in providing services to you. In all situations, we stress the confidential nature of information being shared.
Confidentiality and security of nonpublic personal information
We retain records relating to professional services that we provide so that we are able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Document Retention Policy
We retain paper files for five years, after which they are destroyed. We keep electronic records for as long as they serve a useful business purpose in providing our tax and accounting services.
If you have any questions regarding this policy please feel free to discuss it with us because your confidence in our ability to provide you with quality services and our professional ethics is very important to us.
Your privacy is important to us
We are committed to your privacy and to keeping your trust. No client information is made available to any third party without the express written consent of the client.
Types of information we collect
We collect nonpublic personal information about you that is provided by you, or obtained by us with your authorization, in connection with providing tax and accounting services to you.
Parties to whom we disclose information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees for use in preparing tax returns, and in very limited situations, to other parties who need to know that information to assist us in providing services to you. In all situations, we stress the confidential nature of information being shared.
Confidentiality and security of nonpublic personal information
We retain records relating to professional services that we provide so that we are able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Document Retention Policy
We retain paper files for five years, after which they are destroyed. We keep electronic records for as long as they serve a useful business purpose in providing our tax and accounting services.
If you have any questions regarding this policy please feel free to discuss it with us because your confidence in our ability to provide you with quality services and our professional ethics is very important to us.