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