Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal and/or company’s information confidential and understand your desire to avoid unwanted solicitations. We are required (along with banks and other financial institutions) to advise you of our Privacy Policy. We hope that by taking a few moments to read our policy, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.
We collect certain personal information about you and corporate information about your company or the one you work for, but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income, corporate and possible related tax returns and may also use it to provide various tax and financial planning services to you at your request.
As a general rule, we do not disclose personal or corporate information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
Except as otherwise described in this notice, we restrict access to nonpublic personal and corporate information about you and your company to employees of our firm and the employees, contractors and principal of Wilkinson & Bidinger and Bidinger & Associates, which are solely owned by Kimberly Bidinger, CPA who is also a principal and owner of BEC Partners, LLC. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and non-disclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted advisor, and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.
Under Federal Law (15 U.S.C. 6803) CPAs and other providers of financial services are required to notify clients of their policy with respect to the disclosure of clients’ personal information.
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