Privacy Policy

Cook Martin Poulson, P.C. Privacy Policy

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. We recognize your concerns about the privacy of your personal information and respect your right to privacy. Because protecting your confidential information has always been important to us, we have the following privacy policy regarding your information.

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. For all clients, whether current or former, 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, and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

We retain records related 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. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please call if you have any questions. Your privacy and the ability to provide you with quality financial services are very important to us.