The Gramm-Leach-Bliley Act, enacted by Congress on November 13, 2000, requires accountants to inform clients of disclosure practices, and establishes federal rules governing the disclosure of personal financial information.   Decades before Congress passed this act, Smith Sapp Bookhout Crumpler & Calliham, P.A. established and maintained rigorous policies and procedures that protect our clients and their information far in excess of what government regulations require.   We take you privacy very seriously.   Below is the notice required by law.

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, our affiliates, and in limited situations, to unrelated third parties, who need to know that information to assist us in providing products and services to you.   In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients' Information

We are committed to maintaining the confidentiality, integrity and security of personal information we have about you.   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, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.