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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.<\/p>\n
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.<\/p>\n
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:<\/p>\n
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.<\/p>\n
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.<\/p>\n
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.\u00a0Please call if you have any questions.<\/p>\n
Our \u201cPrivacy Policy\u201d is posted here on our Web site at\u00a0www.www.kernuttstokes.com<\/strong><\/a>. The Web site 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.<\/p>\n