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Privacy Notice for Our Clients
Federal law has extended the attorney-client privilege to some, but not all, communications between a client and the client’s CPA. The privilege applies only to tax advice in non-criminal matters and is waived if you discuss the contents of any privileged communication with a third party. You agree to pay any and all reasonable expenses we incur, including legal fees, to oppose the release of privileged communication.
Barbich Hooper King Dill Hoffman values your privacy and we are committed to protecting personal information that we collect during the course of our business relationship. The collection, use, and disclosure of certain nonpublic information is regulated by law.
As your accountant we collect the following information: 1) information provided by you from your tax organizer, worksheets, documents, and discussions; 2) information that we develop as part of the engagement; 3) information received from third parties, including but not limited to banks and brokerage firms regarding your accounts with them.
We will only disclose the information described above, as permitted by law, to our employees and non-affiliated third parties when necessary to conduct our normal business activities. Federal and state laws, along with the standards of the CPA profession, require us to keep your information confidential. We will not disclose any information about you unless we have your approval or are required by a legal authority to do so. We do not sell your information to others for any reason nor do we disclose the personal information of those who have ceased to be our clients.