| |
| | | | | Jay Patel LLC |
60 Santa Barbara Ct,
Foothill Ranch,
California 92610
Phone:(714)-600-2813
|
Email:
info@CPA-Expert.com | |
| | | | | |
| |
| | |
| | | | Privacy Policy
| Your privacy is important to us. At CPA-Expert.com, we are committed to your privacy and retaining your trust. We respect your right to keep your personal information confidential and to avoid unwanted solicitations. Please read this to learn how we handle your personal information.
Types Of Information We Collect:
We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization to prepare your personal income tax returns and provide personal financial planning to you.
Parties To Whom We Disclose Information:
We do not disclose any Nonpublic Personal Information about our clients or former clients to our affiliates or to nonaffiliated third parties except as permitted by law, the Code of Professional Conduct of the California Society of Certified Public Accountants and Ethics Rulings of the American Institute of Certified Public Accountants (AICPA). Nonpublic Personal Information about you and our former clients may be disclosed to both our affiliates and nonaffiliated third parties as permitted by law, our Code of Professional Conduct, and Ethics Rulings of the AICPA, as follows:
- Providing information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us pursuant to a contractual agreement which prohibits the third party or affiliate from disclosing or using the information other than for the purposes for which the information was disclosed: for example, using an outside service bureau to process clients' tax returns, or using a records-retention agency to store clients' records.
- Complying with a validly issued and enforceable subpoena or summons.
- A review of a professional practice 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 does not disclose information obtained in the course of the review.
- Participating in 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.
- In the course of a review of our firm's practices under the California State Board of Accountancy authorization.
|
| | | | | |
|