Laura S. Leopardi, CPA, PLLC
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Privacy Policy and Disclosure Notice

LAURA S. LEOPARDI, CPA, PLLC Privacy Policy
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 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, 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 professional standards.

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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.

Respectfully yours,

LAURA S. LEOPARDI, CPA, PLLC

 

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