In accordance with the final rules published by the Federal Trade Commission on November 13, 2000, the following disclosures are made:
In the process of preparing income, gift and estate tax returns, we collect from you, or with your authorization, certain essential information which is nonpublic and personal, such as information concerning your income, expenses, assets, liabilities and other similar information.
We follow industry standards for protecting the confidentiality and security of the nonpublic personal information we collect. Such standards include restricting access to such non-public personal information to employees who need to know that information to provide services to you, and maintaining physical, electronic and procedural safeguards over the information.
We do not disclose any nonpublic personal information about you to any third party, except as permitted by law. The Internal Revenue Code, the AICPA Code of Professional Conduct and state ethics statues and regulations prohibit CPAs from disclosing any non-public personal information obtained in the preparation of income, gift and estate tax returns, without permission from the person(s) involved. We comply with these prohibitions.
If, at some point, you are no longer a client of ours, we will continue to adhere to the privacy policies and practices as described in this notice, and apply them to your nonpublic personal information in our possession.
CLIFTON S. THOMAS
Certified Public Accountant/Certified Financial Planner
582 Market Street #1108
San Francisco, CA 94104
Tel: (415) 392-7057; Fax: (415) 392-7059
Email: 1099@bigfoot.com
