Zumbahlen, Eyth, Surratt, Foote & Flynn, Ltd.
Certified Public Accountants
Privacy Policy

Privacy Policy

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client 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.

Type 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, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you.  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.

 

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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.

Your Privacy is Important to Us

We highly value your trust and confidence in us, and we want to assure you that your personal information is kept completely confidential by us.  As a Certified Public Accounting firm and a member of the Illinois CPA Society, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.

The Privacy Policy summarizes for you what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.

 What Personal Information Do We Collect?

In order to meet your needs in the course of tax return preparation, tax and financial planning, and tax compliance engagements for you, we collect various types of personal information about you from the following sources:

Information that we receive from you when you meet with us in person or over the phone, when you send us information by mail or e-mail, through our website, on tax preparation worksheets, and on other documents or forms that we use in preparing your tax return or in providing other services for you

  • Such information includes, for instance, your name, address, social security number, income,
  • Such information includes, for instance, the types of services you prefer, your account balance or payment history, and parties to your transactions.

 Information about your transactions with us or others

  • Such information includes, for instance, the types of services you prefer, your account balance or payment history, and parties to your transactions.

 Information about your transactions with us or others

  • Such information includes, for instance, the types of services you prefer, your account balance or payment history, and parties to your transactions.

Is Personal Information Shared with Others?

We do not share personal information about you to anyone without your express consent, except as permitted by law and as described below.

The law permits disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, to others who are assuring our compliance with professional standards (peer review), and the like.

How Do We Protect the Confidentiality and Security of Your Personal Information?

Keeping your information confidential and secure is of utmost importance to us.  We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information.  We also maintain physical, electronic, and procedural safeguards to guard your personal information.  In doing so, we restrict access to your personal information to those employees who need to know that information to provide products or services to you.  Additionally, our employees are bound by confidentiality policies and are subject to disciplinary action for any policy violations.

What if You Become a Former Client?

Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.

Our Pledge to You

As Certified Public Accountants, our professional ethical obligations and responsibilities have always demanded no less than the highest regard and duties toward the confidentiality of your personal information and the security of your privacy.  We will protect your personal information, use it appropriately, and accomplish your engagements with us in such a manner as to always maintain your trust and confidence in us.