Biwan & Biwan, S.C. Privacy Policy CPAs, like all providers of personal financial services, are now required by law to inform their customers of their policies regarding privacy of customer 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. Types of Nonpublic Personal Information We Collect Information we receive from you on tax preparation organizers, worksheets, Federal and State tax reporting forms, and from other documents we use in tax preparation or other financial and related services. Information about your transactions with us, our affiliates, and others, and information we may receive from outside agencies such as banks and brokerage houses. Parties to Whom We Disclose Information For current and former customers, 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: 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, requirements to comply with Federal, state or local laws and licensing rules, requirements to disclose information in response to legal subpoenas, items you permit or request us to disclose, as authorized by you, information, which you authorize us to disclose to electronically file your tax return, and information, which you authorize us to disclose that discloses that you are our customer, without disclosure of financial or other personal information. In all such situations, we stress the confidential nature of information being shared. Protecting the Confidentiality and Security of Current and Former Customers' 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. Our off site shredding contractor handles our confidential documents in bulk for destruction in a secure facility. The contractor is bonded and bound by the same confidentiality laws as our firm. ************************* Please call 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.