CPAs, 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 been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, the firm has always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
The firm collects nonpublic personal information about you that is provided to the firm by you or obtained by the firm with your authorization.
Parties to Whom the Firm Discloses Information
For current and former clients, the firm does 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 firm employees, and in limited situations, to unrelated third parties who need to know that information to assist the firm in providing services to you. In all such situations, the firm stresses the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
The firm retains records relating to professional services that the firm provides so that the firm is better 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, the firm maintains physical, electronic, and procedural safeguards that comply with professional standards.
Text Messages
If you agree to receive appointment text messages from Benjamin McPherson CPA, LLC, we use your mobile number only to send those texts, about 1 to 5 per appointment. Message and data rates may apply. We do not sell or rent your mobile number, and we do not share it or your text-message consent with any third party or affiliate for marketing or promotional purposes. We share your number only with the provider that delivers our texts, so it can deliver them. We keep consent and opt-out records for 5 years after the last change, then delete them. Appointment details are kept for 3 years. See our text message terms and sign-up page.