Your non-public personal information is collected from
Information received from you on tax organizers, worksheets,
client questionnaires, applications, and other financial
documentation that you provide;
Information that you provide during personal interview(s),
by telephone call(s), by e-mail(s), by facsimile(s), and by
Information about your transaction(s) with this practice;
Information received about you from consumer reporting agencies
if background or credit checks are made upon your behalf.
Your non-public personal information is not disclosed to any
person or party, except as required by law or to facilitate filing
your tax return.
Upon closing your account or termination of the professional
relationship, if that eventuality occurs, your non-public personal
information will not be disclosed to any person or party, except
upon receiving your written consent or except if required by law.
Access to your personal information is restricted in a variety
Only to those employees or independent contractors engaged
on my and or our behalf who have a need to know to provide
products or services to you;
Physical security, electronic security safeguards, and strict
procedural measures consistent with federal standards are in
place to protect your non-public information.
Your privacy is important. Please trust that protecting your
information is equally important. Please contact if you have
Barry P. Siegel, CPA, LLC
dba BARRY P. SIEGEL, CPA (RET)