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We value your trust and confidence and we want to assure you your personal information is kept completely confidential by us. As a Certified Public Account and member of the AICPA , we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.
What Personal Information Do We Collect?
In order to meet your needs in the course of tax return preparation, tax and financial planning, and tax compliance
engagements for you, we collect various types of personal information about you from the following sources:
Is Personal Information Shared with Others?
We do not share any personal information about you with anyone without your express consent, except as permitted by law and as described below.
The law permits or requires disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, or a part of actual or threatened legal proceedings for alternate dispute resolution.
We may share any information we collect (except for consumer reporting agency information, which we do not disclose) to non affiliated companies which perform support services on our behalf (such as tax or data processing, transmission of electronic returns or data, records retention, and mailing services). We do not sell or otherwise disclose our client list or any of your information to outside companies for their marketing or solicitation use. We may also share your information with other parties who help assure our compliance with professional accounting
standards (such as per review), or who conduct due diligence procedures, such as if we consider a sale or merger of our practice.
How Do We Protect the Confidentiality and Security of Your Personal Information?
Keeping your information confidential and secure is of utmost importance to us. We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. We also maintain physical, electronic, and procedural safeguards to guard your personal information. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations. We take appropriate precautions such as confidentiality agreements before sharing your information with any outside parties.
Our Pledge to You
As a Certified Public Accountant, our professional ethical obligations and responsibilities have always demanded no
less than the highest regard and duties for the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it only as necessary, and perform our engagements so as to always maintain your trust and confidence in us.
Thank you for allowing us to be of service, we truly value our relationship with you. We hope you view our firm as your most trusted advisor, and we will work to continue earning that trust. Please call us anytime you have questions or we may be of further service.
Nick J Storhaug, CPA
Nick Storhaug, CPA • E-mail: firstname.lastname@example.org
Lisbon: 502 Main St, Suite B • PO Box 669 • Lisbon, ND 58054 • Telephone: 701-683-5303 • Fax: 701-683-4315
Forman: 327 Main St. S • PO Box 12 • Forman, ND 58032 • Telephone: 701-724-3327 • Fax: 701-724-4006
Tax Season Hours: M-F, 8:30 am - 5:00 pm • Off Season: M-Th, 8:30 am - 4:00 pm