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Privacy Policy

CPAs, like all providers of personal financial services, are now required by law to inform their 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 of financial service providers by law. Bond Beebe has always protected your right to privacy and you can rest assured that we use all commercially reasonable means to safeguard your personal information.

Types of Nonpublic and Personal Information We Collect

We limit the collection of nonpublic and personal information to what is voluntarily provided by you and needed for legitimate business purposes. We collect the nonpublic and personal information about you and all of our clients that is provided to us by you over the course of our business relationship, or obtained by us with your authorization. The categories of personal information we collect may include the following:

  • Information we receive from you such as your name, address, social security number, names of family members, assets, and income.
  • Information about your transactions with us, our affiliates, or others, such as your account balances, investments, and current and prior tax information.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information except as required or permitted by law. Within our institution, we provide access to your personal information only to those employees who need to know the information to provide you with our services. Permitted disclosures include, for instance, providing information in limited situations to unrelated third parties who need to know that information in order to assist us in providing services to you and only in conjunction with clear communication of the confidential and personal nature of that information and with assurances that they will treat such information accordingly. Also, we may disclose personal information about you to Bond Beebe Financial Advisors, LLC, our affiliated entity for the purpose of offering the opportunity to receive financial planning and investment advice. In all such situations, we stress the confidential nature of any 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, please rest assured that we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

If you have any questions concerning our privacy policy or our professional ethics, please contact the principal in charge of your engagement. Thank you.

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