CPAs, like all providers of personal financial services are 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.
Parties to Whom We Disclose Information
For current and former clients, 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 do not and will not sell, rent, nor pass your information on to any third parties.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
We retain records relating 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 reasonable physical, electronic, and procedural safeguards that comply with our professional standards.
Remember the risks whenever you use the internet. While we do our best to protect your personal information, we cannot guarantee the security of any information that you transmit to us and you are solely responsible for maintaining the secrecy of any passwords or other account information. In addition other internet sites or services that may be accessible through our site have separate data and privacy practices independent of us, and therefore we disclaim any responsibility or liability for their policies or actions. For any such third party products or services, you should carefully read the privacy policies of the third parties providing such products or services and any terms and conditions applicable to such products or services.
Collection and Disclosing Information
Our web server contains no software that automatically tracks e-mail addresses of users. Users are not required to disclose any personal information in order to view our site. Joseph M. Banker, CPA may gather some personally identifiable information when the user voluntarily submits it. The types of information collected may include your name, email address, phone number, and postal address. This information is used for its intended purpose and utilized to improve service for users. All personally identifiable information obtained from users is treated with great care in order to protect your privacy and security.
Joseph M. Banker, CPA may disclose any of your information when legally compelled to do so, or when we, in good faith, believe that the law requires it, or for the protection of our legal rights. We do not disclose any nonpublic personal information about our clients or former clients to any third parties except as permitted by law or required by the Code of Professional Ethics and Ethics Rulings of the American Institute of CPAs. We will contact you first and receive permission before the release of any information.
Data Security and Integrity
Joseph M. Banker, CPA incorporates reasonable security policies and procedures to protect personal information from unauthorized loss, misuse, alteration, or destruction. Despite Joseph M. Banker, CPA’s best efforts, however, security cannot be absolutely guaranteed against all threats. We also make reasonable efforts to retain personal information only for so long as the information is necessary to comply with an individual’s request or until that person asks that the information is deleted.
Copyrights and Trademarks
This site as a whole is copyrighted as a collective work, and individual works appearing on or accessible through this site are likewise subject to copyright protection. You agree to honor the copyrights in this site (including the selection, coordination and arrangement of the contents of this site) and in the works available on or through this site. You may download and maintain single copies of designated materials for your personal use only. In addition, trademarks and tradedress belonging to us or to others appear on or are accessible through this site. The fact that we have permitted you access to this site does not constitute authorization to reproduce our trademarks or tradedress for any other purpose. By submitting any material to us, such as by posting a comment to a discussion group, or by sending to us an email you are thereby granting to us a non-exclusive license to reproduce, display, distribute, modify, and create derivative works from such material and to use such material, noting your authorship, for marketing purposes.
Children’s Privacy Protection
Joseph M. Banker, CPA understands the importance of protecting children’s privacy in the interactive online world.
Changes to Our Privacy Statement
Contacting Us With Questions