Privacy Policy
Like other providers of personal financial services, certified public accountants are required by law to inform clients of company policies regarding the privacy of client information. CPAs continue to be bound by strict professional standards of confidentiality; we have always protected your right to privacy.
Additionally, state and federal law provide for criminal penalties for tax return preparers who disclose client information; therefore, we will not disclose your information to any third party even if you request it to be sent.
This firm is a member of the American Institute of Certified Public Accountants and follows their Code of Professional Conduct which prohibits disclosing confidential client information.
Types of Non-public Personal Information we Collect
Jacqueline Black & Associates, Ltd. collects non-public personal information about you that you provide to us, or by which is obtained by us with your authorization. Examples of sources from which we collect information include client phone calls, interviews, client emails and letters, client tax organizer, tax returns, and questionnaires concerning financial history.
We restrict access to your personal information to those employees who need to know that information to provide services to you. We are committed to safekeeping your confidential information and we maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.
Protecting the Security and Confidentiality of Current and Former Client Information
Jacqueline Black & Associates, Ltd. retains records relating to professional services provided to clients so that we may better assist clients with their professional needs. Additionally, records are retained in some circumstances to comply with professional guidelines and requirements. To protect your nonpublic personal information, Jacqueline Black & Associates, Ltd. maintains electronic, physical, and procedural safeguards in compliance with CPA professional standards.