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 member of the Ohio Society of Certified Public Accountants, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.
This 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, tax compliance engagements, audit services, accounting services and advisory services regarding your personal investments, IT and human resource consulting, we collect various types of personal information about you and/or your company from the following sources:
Information that we receive from you when you are with us in person or over the phone, when you send us information by mail or e-mail, through our website, on worksheets, and on other documents or forms that we use in preparing your reports or in providing other services for you.
Such information includes, for instance, your name, address, social security number, income, investment and other assets, and other tax and financial attributes about you;
Information we receive from you when your browser interacts with us when you visit our website
Such information includes information transmitted on an internet “cookie,” such as your password to our site, your preferences on the site, and your internet service provider’s address.
Is Personal Information Shared with Others?
We do not share any personal information about you with 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, with others who are assuring our compliance with professional accounting standards (peer review), and the like.
We may also share any or all of the information we collect, as described above (except for consumer reporting agency information-we do not disclose this), with other financial institutions or investment firms with whom we have joint marketing agreements.
For your protection, our agreements with these companies require that they also keep your personal information in the strictest of confidence, just as we do.
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 so doing, we restrict access to your personal information to those employees who need to know that information to provide products or services to you and to the support service companies and financial institutions mentioned above. In turn, those companies are legally and contractually bound to maintain the privacy of any personal information shared with them. Additionally, our employees are bound by internal confidentiality agreements 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 professionals, our 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.
Pry Professional Group is Providing This Notice
This policy is provided by the Pry Professional Group as listed below.
Pry Professional Group.