Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect
your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. A
recent law change requires us (along with banks, brokerage houses, and other financial institutions) to disclose our
have a better understanding of what we do with the information you provide us and how we keep it private and secure.
A. Types of Information We Collect
We collect certain personal information about you – but only when that information is provided by you or is obtained by
us with your authorization. We use that information to prepare your personal income tax returns, business returns,
estate and trust returns, as well as various other tax and financial services.
Examples of sources from which we collect information include:
- interviews and phone calls with you,
- letters or e-mails from you,
- tax return or financial planning organizers, and
- financial history questionnaires.
B. Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to
the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information
about you may be disclosed in the following situations:
- To comply with a validly issued and enforceable subpoena or summons.
- In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or
as necessary to properly respond to an inquiry or complaint from such a licensing board of organization.
- In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take
appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser
or merger partner does not disclose information obtained in the course of the review.
- Providing information to M&B CPAs employees and, in limited situations, to unrelated third parties who need to know
that information to assist us in providing services to you.
- As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated
by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit
and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
C. Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to
employees of M&B CPAs and other parties who must use that information to provide services to you. Their right to
further disclose and use the information is limited by the policies of M&B CPAs, applicable law, our Code of
Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and
procedural safeguards in compliance with applicable laws and regulations to guard your personal information from
unauthorized access, alteration, or premature destruction.
Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your
business and are committed to protecting your privacy. We hope you view M&B CPAs as your most
trusted advisor, and we will work to continue earning your trust.