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, we have always protected your right to privacy. Your privacy is important to us. At Gamwell, Caputo, Kelsch & Co., PLLC, we are committed to your privacy and retaining your trust. We respect your right to keep your personal information confidential and to avoid unwanted solicitation. Please read this to learn how we handle your personal information.
Type of information we collect:
We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization to prepare your income tax returns and provide tax planning to you.
Examples of sources from which we collect information:
- CLIENT INTERVIEWS, TAX RETURN ORGANIZERS AND TAX PLANNING ORGANIZERS.
To properly prepare your income tax return or provide tax-planning services, we receive information from you to complete your tax return or tax plan. This information is collected from you in written form, by phone, on line, by mail and in personal interviews and consultations conducted by us, as well as by information we collect from others with your authorization.
- TRANSACTION INFORMATION.
This is information about your transaction with us and includes information necessary for billing and payment for our income tax preparation and tax planning services, as well as all correspondence between you and us. Transaction information would also include your payment history with us, billing records and any collection effort engaged in by us for payment of services rendered to you.
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information about our clients or former clients expect as required or permitted by law, the Code of Professional Conduct of the New Hampshire State Society of Certified Public Accountants and Ethics Rulings of the American Institute of Certified Public Accountants (AICPA). 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.
General Restrictions on Disclosure of Nonpublic Personal Information to Affiliates and Nonaffiliated Third Parties
As tax preparers, we are prohibited by Internal Revenue Code Section 7216 from disclosing your income tax return information without your consent, other than for the specific purpose of preparing, assisting in preparing or obtaining and providing services in connection with the preparation of an income tax return for you.
Confidentiality and Security of Nonpublic Personal Information
We restrict access to Nonpublic Personal Information about you to those employees and other parties who must use that information to provide services to you, and in some cases, to comply with professional guidelines.. Their right to further disclosure and use the information is limited by our employee code of conduct, applicable law, our Code of Professional Conduct and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your Nonpublic Personal Information.
Please call us at 447-3356 if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.