Acuity Advisors and CPAs, LLP, like all providers of personal financial services, is now required by law to inform our clients of our policy regarding privacy of client information.
Acuity Advisors and CPAs, LLP has been and continues to be bound by professional standards of confidentiality that are more stringent than those required by law. Therefore, we have always protected your right to privacy.
We collect nonpublic, personal information about you that is provided to us by you or obtained by us with your authorization.
For our 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 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 situations, we stress the confidential nature of the information being shared.
Acuity Advisors and CPAs, LLP retains records relating to professional services that we provide and use that information for business purposes only. This use enables us to better assist you with your professional needs and, in some cases, to comply with professional guidelines.
In order to protect your nonpublic, personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards. Please call if you have any questions. Your privacy, our professional ethics and the ability to provide you with quality financial services are very important to us.