Client Privacy Policy

AAFCPAs believes that confidentiality and protection of personal financial information is one of our fundamental responsibilities.

Privacy Policy

AAFCPAs, Inc. and its affiliates provide accounting, tax, advisory, financial planning and wealth management products and services to clients (you). We recognize and respect the privacy expectations of each of our clients and we believe that confidentiality and protection of personal financial information is one of our fundamental responsibilities. In compliance with United States federal law, we provide all existing clients with a privacy notice once each year.

Information We May Collect

The collection and use of information about clients is fundamental to our providing them with financial products or services. We may collect information about individuals from the following sources:

  • Information from you (such as your name, home/business address, telephone number(s), date of birth, Social Security number(s), tax identification number(s), and financial information).
  • Information we generate to service your account (such as tax returns and net worth statements).
  • Information from third parties with respect to your accounts (such as tax forms, bank statements, brokerage account statements, consumer reporting agencies).

Getting this information provides us with necessary data to complete legal financial documents for you. This helps us to identify our client’s needs, manage relationships, and enables us to develop products and services that best meet the needs of our clients going forward.

Information We May Disclose and to Whom

We may disclose your personal information to non-affiliated third parties only in very limited instances and then only in connection with providing accounting and consulting services to you. Some of the instances are listed below:

  • Disclosures to your attorney pursuant to your instructions;
  • Disclosures to third parties that help us to evaluate advice on financial products or services you requested from us (such as to securities broker-dealers and insurance agents);
  • Disclosures as may be required by law.

Under Massachusetts law, if you provide us with information which you identify as confidential pursuant to a professional engagement with us, we are not permitted to disclose that information without your consent, except in response to a court proceeding, to the Massachusetts Board of Public Accountancy or in the course of quality reviews of our firm.

AAFCPAs Security Practices

Policies and procedures are in place that are designed to safeguard the confidentiality of your personal information. These include:

  • Physical, electronic, and other safeguards to keep your personal information safe.
  • Limitation of access to personal information to those employees who need it to perform their job duties; and
  • Protecting information of our former clients to the same extent as our current clients.

Protecting the privacy of our clients is of utmost importance to all members of AAFCPAs. If you have any questions or concerns please contact us.