Gerbel & Company, P.C. is a certified public accounting firm located in St. Joseph, Michigan. It is the policy of Gerbel & Company, P.C. that we have a continuing obligation to respect the privacy of our clients and to protect the security and confidentiality of our clients’ nonpublic personal information. We value your trust and confidence and want to assure you your personal information is kept completely confidential by us. As certified public accountants, we adhere to the highest level of professional ethical responsibility and obligations as required by the AICPA Code of Professional Conduct.
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:
Information we receive from you in person, by the phone, mail or e-mail, through our website, on tax preparation worksheets, and on other documents or forms we use in preparing your tax return or providing other services for you. Such information includes, for instance, your name, address, Social Security number, income, investment and other assets, and other tax and financial information about you.
Information we receive from others about your transactions or relationships with them. Such information includes, for instance, investment, loan or banking activity, balances or account numbers, legal agreements and documents, and other information we gather in the course of providing services to you.
Information we receive from a consumer reporting agency, such as your credit history and outstanding loan balances.
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 as part of actual or threatened legal proceedings.
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 peer 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, and destroy all documentation containing any proprietary client information. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations.
What If I Want Gerbel & Company, P.C. to Release My Information?
Federal Law now requires us to obtain your written consent before releasing your tax return information to a third party. We also require a similar consent before releasing financial information to a third party. During the course of time, should an occasion arise in which you require us to release tax return or financial information directly to a third party, it will be necessary for you to complete and sign a consent form.
Our Pledge to You.
As CPAs, our professional and ethical obligations and responsibilities have always demanded no less than the highest regard 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 choosing Gerbel & Company, P.C. for all of your financial needs.
All information on this web site is provided “as is,” with no express or implied warranties.
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