Privacy Policy

Our CPA firm understands your concerns as a client for privacy and the need to ensure the privacy of all your information. Your privacy is important to us and maintaining your trust and confidence is a high priority. CPAs have been and continue to be bound by professional standards of confidentiality. The purpose of this notice is to explain our Privacy Policy with regard to personal information about you that we obtain and how we keep the information secure. 

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization or consent. 

WE DO NOT DISCLOSE ANY PERSONAL INFORMATION ABOUT OUR CLIENTS OR FORMER CLIENTS TO ANYONE, EXCEPT AS PERMITTED BY LAW AND ANY APPLICABLE STATE ETHICS RULES. 

We do not disclose any nonpublic personal information about current or former clients obtained in the course of representation of those clients, except as expressly or impliedly authorized by those clients to enable us to effectuate the purpose of our representation or as required or permitted by law or applicable provisions of codes of professional responsibility or ethical rules governing our conduct as CPAs. Our policy specifically means that we protect the confidentially of our clients’ Social Security numbers, prohibit unlawful disclosure of our clients’ Social Security numbers and limit access to our clients’ Social Security numbers in the same manner as we do all other nonpublic personal information. We safeguard the data, computer files and documents containing your personal information and destroy, erase or make unreadable such data, computer files and documents prior to disposal. 

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and comply with professional guidelines or requirements of law. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. 

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Apple Valley Tax & Accounting, Inc.. This includes SMS messages for conversations (external). Message frequency varies. Message and data rates may apply. 

We respect your privacy. Any SMS consent you provide to receive text messages from us is used solely for communication directly related to our services. SMS consent is not shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes.