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Privacy Policy-
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Privacy Policy of Haynes Strand and Company PLLC
To Our Individual Clients:
Your privacy is important to us, and
maintaining your trust and confidence is one of our highest priorities. We respect your
right to keep your personal information confidential and understand your desire to avoid
unwanted solicitations. A recent law change requires us (along with banks, brokerage
houses, and other financial institutions) to disclose our Privacy Policy to you - which we
are more than happy to do. We hope that by taking a few moments to read it, you will have
a better understanding of what we do with the information you provide us and how we keep
it private and secure.
A. Types of Information We
Collect
We collect certain personal information about you - but only when that information is
provided by you or is obtained by us with your authorization. We use that information to
prepare your personal income tax returns and may also use it to provide various tax and
financial planning services to you at your request.
Examples of sources from which we collect
information include:
interviews and phone calls with you,
letters or e-mails from you,
tax return or financial planning
organizers, and
financial history questionnaires.
B. Parties to Whom We
Disclose Information
As a general rule, we do not disclose personal information about our
clients or former clients to anyone. However, to the extent permitted by law and any
applicable state Code of Professional Conduct, certain nonpublic information about you may
be disclosed in the following situations:
To comply with a validly issued and
enforceable subpoena or summons.
In the course of a review of our firm's
practices under the authorization of a state or national licensing board, or as necessary
to properly respond to an inquiry or complaint from such a licensing board or
organization.
As a part of any actual or threatened
legal proceedings or alternative dispute resolution proceedings either initiated by or
against us, provided we disclose only the information necessary to file, pursue, or defend
against the lawsuit and take reasonable precautions to ensure that the information
disclosed does not become a matter of public record.
To provide information to nonaffiliated
third parties who perform services or functions for us in conjunction with our services to
you, but only if we have a contractual agreement with the other party which prohibits them
from disclosing or using the information other than for the purposes for which it was
disclosed. (Examples of such disclosures include using an outside service bureau to
process tax returns or engaging a records-retention agency to store prior year records.)
C. Confidentiality and
Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal
information about you to employees of our firm and other parties who must use that
information to provide services to you. Their right to further disclose and use the
information is limited by the policies of our firm, applicable law, our Code of
Professional Conduct, and nondisclosure agreements where appropriate. We also maintain
physical, electronic, and procedural safeguards in compliance with applicable laws and
regulations to guard your personal information from unauthorized access, alteration, or
premature destruction.
Thank you for allowing us to serve your
accounting, tax, and financial planning needs. We value your business and are committed to
protecting your privacy. We hope you view our firm as your most trusted adviser and we
will work to continue earning your trust. Please call us if you have any questions or if
we can be of further service.
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