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Linton & Associates, PA 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 by law. Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is 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, for instance, providing information to our employees and contract workers. With your permission we will provide information 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 information being shared.

Opt-Out Notice

If you prefer that we not disclose nonpublic personal information about you to third parties, you may opt out of those disclosures; that is, you may direct us not to make those disclosures (other than disclosures permitted by law).

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, Linton & Associates, PA has adopted the following internal policies and procedures to maintain both physical and electronic safeguards in accordance with legal standards protecting both clients' and former clients' nonpublic personal information from unauthorized disclosure:

  • Our office doors are kept locked after 5pm daily with 24-hour security in the office suite.
  • All employees are required to shut down their computers each night before leaving and have password protected entry into our network.
  • All internal client reports and other confidential information are shredded rather than disposed of in the trash.
  • Employees are educated on the importance of client confidentiality and are required to sign a client confidentiality agreement.
  • A firewall is maintained restricting the inflow of traffic on our connection to the Internet.
  • No client information is posted on our website without permission.

Linton & Associates, PA is dedicated to protecting the privacy of its clients. We strive to maintain your trust and confidence in our firm and will not share or disclose any non-public personal information about current or former clients except as permitted by law or as necessary for providing you with our services. We will continue to safeguard your privacy and the confidentiality of the information you entrust to us.

This Policy is subject to change and you can request a copy of our current Privacy Notice at any time by contacting our office.