David Knoble, CPA, PLLC

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Privacy Policy

David Kno­ble, CPA Pri­vacy Policy

Safe_PersonCPAs, 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.

Types of Non­pub­lic Per­sonal Infor­ma­tion We Collect

We col­lect non­pub­lic per­sonal infor­ma­tion about you that is pro­vided to us by you or obtained by us from third par­ties 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 or email us 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.

© 2009, david.knoble
by David Kno­ble, CPA, PLLC
Serv­ing Non-Profits, Busi­nesses & Indi­vid­u­als
Rock Hill, SC