Record Retention
In accordance with our firm’s current record retention policy, we will retain our work papers, copies of our clients' financial reports, and other records for the agreement for seven (7) years. We will provide our clients copies of all reports prepared that should be a part of their books and records. If our clients should need replacements, we will provide additional copies at our standard copying fee. All of our clients' original records will be returned to them.
After seven (7) years, our records pertaining to this agreement will no longer be available. Physical deterioration or catastrophic events may shorten the term during which our records will be available. The working papers and files of our firm are not a substitute for our clients' original records. It is agreed and understood that in conjunction with the performance of our agreement, the work papers prepared by us will remain our property.
Privacy Policy
As you may know, it has been the policy of our office to treat any information concerning our clients and former clients with strict confidentiality. Consistent with that policy, we restrict access to non-public personal information concerning you to staff members who must have it in order to provide you the products and services for which you have retained us.
We do not disclose any personal or confidential information to anyone else without our clients' express permission to do so, except as permitted by law. In addition, we maintain physical, electronic and procedural safeguards that comply with federal regulations to guard our clients' non-public personal information. We may disclose any non-public personal information that we collect about our clients or former clients to our affiliates or to non-affiliated third parties as permitted by law.