Privacy Disclosure

     A new law requires that CPAs and all other personal financial service providers disclose their privacy policies to clients in a written notice.  These policies pertain to non-public personal information about current and former clients.

Of course, HTA has always protected your right to privacy with professional standards that are even more stringent that those required by law.

In order to assist you with your professional needs, and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide you.  We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an as-needed basis.

Non-public personal information is never collected without your authorization, and we do not disclose such information except as required or permitted by law.  Permitted disclosures include third parties who assist us in providing services to you, such as LeCerte, the vendor providing us with our tax compliance software, ProSystem Tax.