It is the policy of Turner Ferguson Cowan Shelton & Sager, P.C. to protect the confidential nature of all personal information obtained from clients. Except as disclosed in this agreement, we will not intentionally disclose personal information, including social security numbers, federal identification numbers, bank account numbers, etc., to third parties without authorization.
Turner Ferguson Cowan Shelton & Sager, P.C. requires that you provide this personal information because it is necessary for us to use it when preparing forms and communicating with the Internal Revenue Service and other taxing authorities. We will only use the personal information as a means of identification with a taxing authority, or as otherwise allowed by you.
Turner Ferguson Cowan Shelton & Sager, P.C. will obtain your personal information by requesting it from you, unless it is already contained in our files.
Turner Ferguson Cowan Shelton & Sager, P.C. protects personal information as it protects all of its clients’ confidential information. We use commercially reasonable safeguards on our computer system to prevent unauthorized access of confidential information, including social security numbers. Although security cannot be guaranteed, we maintain physical, electronic, and procedural safeguards that comply with professional standards.
Only the accountants and staff of Turner Ferguson Cowan Shelton & Sager, P.C. have access to the personal information in our records. All accountants and staff will hold this information in confidence and will not release it to parties outside the firm, except as agreed by you or required by law.
Turner Ferguson Cowan Shelton & Sager, P.C. will dispose of its business records that contain personal information by modifying the personal information to make it unreadable or undecipherable. We may make personal information unreadable by shredding, erasing, or other means. We may also dispose of personal information by contracting with a person engaged in the business of disposing of records that contain confidential information.
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.