Like other providers of personal and business financial services, certified public accountants and bookkeepers are required by law to inform clients of company policies regarding the privacy of client information.
POM Accounting continues to be bound by strict professional standards of confidentiality; we have always protected your right to privacy.
Your written consent will be obtained before POM Accounting uses or discloses your information for any purpose other than Bookkeeping services or preparation of your tax return. POM Accounting collects non-public personal information about you that you provide to us, or which is obtained by us with your authorization. Examples of sources from which we collect information include client phone calls, interviews, client emails and letters, client financial planning organizers, tax returns, and questionnaires concerning financial history. Parties to Whom We Disclose Information Current and former clients’ non-public personal information obtained in the course of providing accounting services is not disclosed except as required or permitted by law.
Permitted disclosures include providing client information to POM Accounting employees and, in limited circumstances, to unrelated third parties who require such information to assist us in providing client services.
The confidential nature of the shared information is emphasized in all circumstances. Protecting the Security and Confidentiality of Current and Former Client Information is our priority.
POM Accounting retains records relating to professional services provided to clients so that we may better assist clients with their professional needs. Additionally, records are retained in some circumstances to comply with professional guidelines and requirements.
To protect your non-public personal information, POM Accounting maintains electronic, physical, and procedural safeguards in compliance with professional standards.
Your privacy, our professional ethics requirements, and our ability to provide quality financial services are important to our firm. If you have any questions regarding POM Accounting’s privacy policy, please send your concerns to info@pomact.com.
