Financial Guidance

Privacy Policy

PRIVACY POLICY
 
 

Your privacy is important to us.  At Kleinhenz & Company, LLP, 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 current or former clients to nonaffiliated third parties except as required or permitted by law.

 

General Restrictions on Disclosure of Nonpublic Personal Information to Affiliates and Nonaffiliated Third Parties.   As tax preparers, we are prohibited by Internal Revenue Code Section 7216 from disclosing your income tax return information without your consent, other than for the specific purpose of preparing, assisting in preparing or obtaining and providing services in connection with the preparation of an income tax return for you.

 

Confidentiality and Security of Nonpublic Personal Information. We restrict access to nonpublic personal information about you to those employees and other parties who must use that information to provide products and services to you. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.

 
Sincerely,
 
 
KLEINHENZ & COMPANY, LLP