PRIVACY Statement and Policy of WRIGHT GRIFFIN DAVIS
AND CO., PLLC
Revised June 2001
CPAs, like all providers of personal financial services,
are now required by law to inform their individual 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. Therefore,
we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic information about you that is provided
to us by you or obtained by us with your 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, for instance, providing information to our employees, and
in limited situations, to unrelated third parties who need to know
that information to assist us in providing services to you. In
all such situations, we stress the confidential nature of information
being shared and in most cases we obtain approval from you prior
to release of information.
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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