PRIVACY POLICY

Kernutt Stokes LLP Privacy Policy Disclosure Notice

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect:

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. We use that information to provide you with tax, accounting, and/or financial planning services to you at your request.

We collect this information primarily to communicate with clients and prospective employees. We never sell your information to third parties and will gain consent before sharing information of any kind, except as required by law.

Parties to Whom We Disclose Information:

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know certain information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared. 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:

  1.  To comply with a validly issued and enforceable subpoena or summons.
  2.  In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.
  3. In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
  4. As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
  5. To provide information to affiliates of the firm and non-affiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party that prohibits it from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using a third-party software vendor to process and transmit tax returns or engaging a records retention agency to store prior year records.)
  6. SMS opt-in and phone numbers collected for SMS purposes will not be shared with third parties or affiliates for marketing purposes under any circumstances.

Protecting the Confidentiality and Security of Current and Former Clients’ Information:

We retain records relating to the professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your non-public personal information, we maintain physical, electronic, and procedural safeguards that comply with the professional standards of our industry.

In connection with our work, we may communicate with you or others via email transmission. When providing documents containing private information at your request, they will be password protected. Nevertheless, we cannot guarantee or warrant that emails from us will be properly delivered and read only by the addressee. The use of our client portal is subject to the terms and conditions contained therein.

Thank you for allowing us to serve your accounting, tax, and financial planning needs. We hope you view our firm as your most trusted advisor, and we will work to continue earning your trust. Please call if you have any questions.

Our “Privacy Policy” is posted here on our website at www.www.kernuttstokes.com. The website posting will be considered our required annual notice to you unless you request this notice annually in writing. You can write us at 1600 Executive Pkwy Ste 110, Eugene, OR 97401.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. Our phone number is (541) 687-1170

Employment Candidates – SMS Privacy Policy:

All SMS communication is fully optional and requires Kernutt Stokes to gain verbal consent during the interview process or a manual check box on our contact forms before any SMS messages are sent. All employment candidates and clients will be able to OPT OUT at any time.

SMS consent and phone numbers will never be shared with third parties or affiliates under any circumstances. SMS consent is not shared with any third parties or affiliates for marketing purposes.

SMS Terms of Service:

Messaging frequency may vary and data rates may apply. To opt out at any time, text STOP.

For assistance, text HELP or visit our website at https://www.kernuttstokes.com to contact us directly. Visit https://www.kernuttstokes.com/privacy-policy/ for privacy policy and terms of service.

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