Certified Public Accountants, like all providers of
personal financial services, are now required by law to inform their
clients of their privacy policies regarding client information.
Certified Public Accountants have been and continue to be bound by
professional standards of confidentiality that are more stringent than
those required by law. Therefore, we have always protected our clients’
right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about our clients
that is provided to us by them or obtained by us with their
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,
providing information to employees or subcontracted workers under
Confidentiality Agreements, and in limited situations, to unrelated
third parties who need that information to assist us in providing
services to clients. 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
Please contact Laura Leopardi at (602) 595-3962 with any
questions or concerns regarding client privacy as our professional
ethics and the ability to provide clients with quality professional
services are very important to us.
LAURA S. LEOPARDI, CPA, PLLC