Privacy Policy
Bookkeepers
& Tax Professionals, like all providers of personal financial services, are
now required by law to inform their clients of their policies regarding privacy
of client information. Bookkeepers & Tax Professionals have been and
continue to be bound by professional standards on a fiduciary basis of
confidentiality that are even more stringent than those required by law.
Therefore, I have always protected your right to privacy.
Types
Of Nonpublic Personal Information I Collect
I
collect nonpublic personal information about you that is either provided to me
by you or obtained by Victoria Meyers; aka I’m The Bookkeeper with your
authorization.
Parties
To Whom I Disclose Information
For
current and former clients, I do not disclose any nonpublic personal
information obtained in the course of my practice except as required or
permitted by law. Permitted disclosures include, for instance, providing
information to my employees and independent contractors and, in limited
situations, to unrelated third parties who need to know that information to
assist me in providing services to you (Your tax accountant for instance). In
all such situations, I stress the confidential nature of information being
shared.
Protecting
The Confidentiality and Security of Current and Former Clients’ Information
I
retain records relating to professional services that I provide so that I am
better able to assist you with your professional needs and, in some cases, to
comply with professional guidelines. To guard your nonpublic personal
information, I maintain physical, electronic, and procedural safeguards that
comply with my professional standards.
Please
contact Victoria Meyers; aka I’m The Bookkeeper if you have any questions,
safeguarding your privacy, my professional ethics, and the ability to provide
you with quality financial services are very important to me.
Outsourcing
I
will use third-party service providers in serving your account. I may share
confidential information about you with these service providers but remain
committed to maintaining the confidentiality and security of your information.
Accordingly, I maintain internal policies, procedures, and safeguards to
protect the confidentiality of your personal information. In addition, I will
secure confidentiality agreements with all service providers to maintain the
confidentiality of your information and I will take reasonable precautions to
determine that they have appropriate procedures in place to prevent the
unauthorized release of your confidential information to others. If I am unable
to secure an appropriate confidentiality agreement, you will be asked to
provide your consent prior to the sharing of your confidential information with
the third-party service provider. Furthermore, I will remain responsible for
the work provided by any such third-party service providers.
Personnel
in the Engagement and Privacy of Records
I
will personally handle all aspects of the engagement and will exercise overall
control and management of the engagement. I do not anticipate disclosing your
information to any other person or entity, except as listed below, or using any
other personnel or subject matter experts at this time. If my work plan
changes, I will notify you in advance in writing.
I
retain and contract Gusto Payroll as a third-party payroll processing service
that is believed to meet all security and privacy standards in this field. This
company will have access to your private records. The payroll processor will
communicate your private records to government entities and their contractors
that are responsible for collecting payroll taxes.