Privacy Policy

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