Notice Required by Law
Your privacy is very important to us. CPAs, like all providers of personal financial services, are required by law to inform 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. This notice is to provide you with an understanding of the type of information we collect as well as how we use and dispose of that information.
Types of Nonpublic Personal Information We Collect
We collect non-public personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
We do not disclose any non-public personal information of current and former clients obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, providing information to our employees, and in limited situations, to unrelated third parties who need that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being provided. Whitley Penn LLP will only disclose information to unrelated third parties under a contractual agreement that prohibits them from disclosing or using the information for any purpose other than the specific purpose for which it was disclosed. Unless otherwise noted, we may distribute information to you via facsimile or e-mail to the numbers and addresses provided by you.
Protecting the Confidentiality and Security of Current and Former Client Information
We retain records relating to the professional services 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 non-public personal information, we maintain physical, electronic and procedural safeguards that comply with professional standards.
Disposing of Confidential Current and Former Client Information
We engage the services of a document destruction company for the shredding of hard copies of confidential documents and information. Additionally, we delete electronic data files that have been retained in accordance with our record retention policy.
Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
Whitley Penn LLP
Whitley Penn is a member firm of the “Nexia International” network. Nexia International is a leading worldwide network of independent accounting and consulting firms, providing a comprehensive portfolio of audit, accountancy, tax and advisory services.
“Nexia International” also refers to the trading name of Nexia International Limited, a company registered in the Isle of Man, which operates the Nexia International network. Company registration number: 53513C. Registered office: 1st floor, Sixty Circular Road, Douglas, Isle of Man, IM1 1SA.
Nexia International Limited does not deliver services in its own name or otherwise. Nexia International Limited and the member firms of the Nexia International network (including those members which trade under a name which includes the word NEXIA) are not part of a worldwide partnership. Nexia International Limited does not accept any responsibility for the commission of any act, or omission to act by, or the liabilities of, any of its members. Each member firm within the Nexia International network is a separate legal entity.
Nexia International Limited does not accept liability for any loss arising from any action taken, or omission, on the basis of the content on this website or any documentation and external links provided.
The trade marks NEXIA INTERNATIONAL, NEXIA and the NEXIA logo are owned by Nexia International Limited and used under licence.
References to Nexia or Nexia International are to Nexia International Limited or to the “Nexia International” network of firms, as the context may dictate.