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Privacy Policy
This notice will advise you as to how we handle nonpublic, personal information used to provide professional services in our certified public accounting and financial planning firm.
Protecting Your Personal Information
NRSmith and Associates does not sell client information or provide such information to other organizations or businesses for marketing or any other purpose. Since we do not sell or market the information, you do not need to contact us in order to opt out of a consumer-marketing plan.
NRSmith and Associates limits the collection and use of client information to that needed to complete our service to you (e.g., auditing, accounting, taxation, personal financial planning, and general consulting services) as required by law.
NRSmith and Associates has physical, electronic and procedural safeguards in place to maintain the protection of private information.
Sources and Types of Information
We receive information from you (such as name, address or Social Security number, wages, other income and sources of revenue, expenses, assets owned, etc) when you first become a client or on an updating basis. Other sources may supply information such as your attorney, designated family member, or other people you have authorized to provide such information. Once you become a client of nrSmith and Associates, your interactions and transactions with us may also generate information such as payment history from invoices rendered or income/loss from assets bought/sold.
Use and Disclosure of Information
We use your personal information to service your account. As permitted by law, the information arising from transactions with us may be disclosed only to legally assigned agents or other nonaffiliated third party as designated by you; however, this is done with your knowledge and permission only. These nonaffiliated third parties must agree to protect the confidentiality of the information we are providing. This must be authorized by you in advance.
Future Notices
We will reaffirm this Privacy Policy with you annually in writing. While this policy may change as our business grows and develops, you can review our Privacy Policy at any time on our website at Firm Profile of our website at http://www.nrsmith.com/profile.html.