Privacy Disclosure Notice


CPA’s like all providers of personal financial services are now required by law to inform their clients of their policies regarding privacy of client information. CPA’s 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. Maintaining your trust and confidence is extremely important to us.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you, or obtained by us with your authorization.

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 non-affiliated third parties who perform services for us in conjunction with our service to you, and, in limited situations, to unrelated third parties, upon your request only, who need to know that information in providing services to you; such as banks, lenders, and brokers. In all such situations, we stress the confidential nature of information being shared.

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 physical, electronic, and procedural safeguards that comply with our professional standards.

Thank you for allowing us to service your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.


Kenneth J. Mueller, CPA, Cr.FA, CFC, CVA
President, Accounting Alliance for Small Business, P.A.

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