In accordance with the Gramm-Leach-Bliley Act of 1999, Provident CPAs PLC (“We”) must disclose that we collect nonpublic personal information from clients and prospective clients from various sources, including:
- Information submitted on applications, tax organizers, questionnaires, and other documents.
- Information about your financial transactions.
- Information we may receive from a consumer-reporting agency.
We do not disclose any nonpublic information about our clients or former clients to anyone, except as permitted by law.
We restrict access to nonpublic personal information about clients and prospective clients to firm personnel who need to know that information to provide service to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
If you have questions about this policy or how we handle information, please do not hesitate to contact us.