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Privacy Statement
Your Privacy is Important to Us
We highly value your trust and confidence in us, and we want to assure you that your personal
information is kept completely confidential by us. As a Certified Public Accounting Firm
registered with the Accountancy Board State of Ohio, and as a member of The American
Institute of Certified Public Accountants and The Ohio Society of Certified Public
Accountants, Thomas W. Parfitt, CPA adheres to the highest level of professional ethical
responsibility and obligations to protect the confidentiality of all client information.
Like all providers of personal financial services, tax professionals are required by law to
inform clients of their policies regarding privacy of client information. Our firm
continues to adhere to professional standards of confidentiality that are even more stringent
than those required by law. We have always protected the security and privacy of your personal
and financial information.
Types of Nonpublic Personal Information We Collect
The only nonpublic personal information we collect is provided to us by you or obtained with
your authorization.
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information obtained in the course of our practice
except as required or permitted by law. Permitted disclosures may include providing
information to our employees, or, in limited situations, to unrelated third parties who
need that information to assist us in serving you. In all situations, we stress the
confidential nature of the information being shared.
Protecting the Confidentiality and Security of Clients' Information
We retain records relating to our professional services to better serve your professional needs
and, in some cases, to comply with professional guidelines. In order to protect your
nonpublic personal information, we maintain physical, electronic, and procedural safeguards
that comply with our professional standards.
What if You Become a Former Client?
Should you become an inactive client or should our relationship end, we will continue to
protect the confidentiality and security of your personal information in accordance with
this privacy policy.
If you have further questions about our policy, please do not
hesitate to contact us.
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