2014 PRIVACY POLICY

CPAs are required by law to inform clients of their policies regarding privacy of client information. CPAs are bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, Peter Bell, PLLC will always protect your right to privacy.

TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that is either 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 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 the information being shared.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS’ INFORMATION
We retain records relating to professional services we provide in order to better 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.

*************************

Please call if you have any questions. Your privacy, our professional ethics and the ability to provide you with quality financial services are very important to us.

Copyright 2020 | privacy policy | refund policy
1201 East Blvd. & 1735 Dilworth Road East, Charlotte, NC 28203