PRIVACY POLICY OTTE’S ACCOUNTING AND TAX P.C.
Your Privacy is Very Important to Us
We highly value your trust and confidence in Otte’s Accounting and Tax PC and we want to assure you that your personal information is kept completely confidential by us. As a Certified Public Accounting Firm, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of your information. This policy is specifically directed to individuals who inquire about or to whom we provide services for personal and business purposes.
This Privacy Policy summarizes what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.
Types of Personal Information We Collect
To meet your needs of our engagement, we collect various types of personal information about you from many of the following sources:
Information that we receive from you when meeting in person or over the telephone, or when you send us information by mail email is kept secure. Such information may include your name, address, birthdates, social security numbers, banking information, or other financial attributes about you.
Information that we receive from you, or send to you, at your request. We retain the information you provide to us to deliver email messages to you. We retain this content of your email messages, email address, and our responses to you.
Parties to Whom We Disclose Information
We do not share personal information with unaffiliated third parties without your express consent, except as permitted by law and as described below.
The law permits disclosure in certain circumstances, such as if we must share information to protect against fraud or in response to a court subpoena and sharing with others who may be assisting us in compliance with professional standards or other services to you.
For your protection, our agreements with these entities require that they also keep your personal information in the strictest of confidence, just as we do.
Security and Confidentiality Protection of Your Personal Information
Keeping your information confidential and secure is a top priority to us. We maintain physical, electronic, and procedural safeguards to guard this personal information. In doing so, we restrict access to your personal information to employees who need to know that information to provide services to you. Employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations. We continue to protect the confidentiality and security of your personal information in accordance with this privacy policy regardless of if you have disengaged services while we still retain this information. If we dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information without unauthorized access.
Pledge To You
Our Professional ethical obligations and responsibilities demand the highest duty toward confidentiality of your personal information and security of your privacy. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such manner as to always maintain your trust and confidence in Otte’s Accounting and Tax P.C. We appreciate your cooperation.
Otte's Accounting and Tax P.C. 