Privacy PolicyPrivacy Policy


NOTICE OF POLICY ON PRIVACY
 
In accordance with final rules published by the Federal Trade Commission on November 13, 2000, the following disclosures are made:
 
Information We Collect. In the process of preparing income, gift and estate tax returns, the Firm collects from you, or with your authorization, certain essential information which is non-public and personal, such as information concerning your income, expenses, assets, liabilities and other similar information.
 
Confidentiality and Security. The Firm follows industry standards for protecting the confidentiality and security of the non-public personal information it collects. Such standards include restricting access to such non-public personal information to those Firm employees who need to know that information to provide services to you, and maintaining physical, electronic and procedural safeguards over the information.
 
Categories of Information We Disclose to Others. The firm does not disclose any non-public personal information about you to any third party, except as permitted by law. The Internal Revenue Code, the AICPA Code of Professional Conduct and state ethics statutes and regulations prohibit CPAs from disclosing any non-public personal information obtained in the preparation of income, gift and estate tax returns, without permission from the person(s) involved. The Firm complies with these prohibitions.
 
If, at some point, you are no longer a client of the Firm, the Firm will continue to adhere to the privacy policies and practices as described in this notice, and apply them to your non-public personal information in its possession.
 
Questions. If you have any questions about this notice, please do not hesitate to contact us at (208) 344-6340.

Bermensolo & Associates - 1087 West River St. Suite 280 - Boise, ID 83702 - Phone: (208)344-6340 - Fax: (208)344-6494