Privacy Policy

At Veriti Consulting protecting the confidentiality and security of our clients’ personal information will always be an important part of the way we conduct our business. We want you to know that we are committed to safeguarding your privacy while helping you achieve your financial goals.

CPAs, like all providers of personal financial services, are required by the Federal Trade Commission (FTC) to inform their clients of their policies regarding privacy of client information. As CPAs, we are bound to professional standards of confidentiality that are more stringent than those required by the FTC.

Types of Information We Collect:

We collect information that is provided by you or obtained by us with your authorization to prepare your personal income tax returns, provide tax planning or other services to you.

Parties to Whom We Disclose Information

We do not disclose any non-public personal information about our clients or former clients except as required by law, the Code of Professional Conduct of the Arizona Society of Certified Public Accountants (ASCPA), or the Ethics Rulings of the American Institute of Certified Public Accountants (AICPA). These circumstances could include any of the following:

  • A validly issued subpoena or summons;
  • A review of our professional practice or ethics by the AICPA, or the Arizona State Board of Accountancy;
  • A review relating to a prospective purchase, sale or merger of all or part of our practice;
  • Participation in actual or threatened legal proceedings or alternative dispute resolution proceedings by or against our firm, as compelled by a court of law;

Additionally, upon your written request, we will disclose information about you to the parties you specify.

General Restriction on Disclosure of Personal Information

In circumstances where we do disclose personal information, we take reasonable precautions to ensure that your personal information is not used for purposes other than that for which the information was disclosed.

The Firm’s Practices for Protecting the Confidentiality and Security of Non-public Personal Information

We retain records relating to professional services that we are engaged by you to perform, so we are better able to assist you with your professional needs. We safeguard these records in accordance with IRS regulations.

Please call us at (602) 229-1280 or email us at info@VeritiConsulting.com 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.

“I want to thank you for your assistance throughout the handling of this matter.
It has been a pleasure working with you.”

— Phoenix, Arizona Attorney

Contact us today

877.520.1280

info@VeritiConsulting.com

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