This policy applies to the relationship between John Schachter +
Associates, Inc. and the clients to which it renders personal financial
services.
Enrolled Agents, like all providers of personal financial services, are
now required by law to inform their clients of their policies regarding
keeping client information private. Enrolled Agents 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, and in limited situations, to
other parties who need to know that information to assist us in providing
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 keep 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.