I am committed to providing close, personal attention to my clients. I take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. My continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of my commitment to excellence.
Privacy Statement -
A new law requires that CPAs and all other personal financial service providers disclose their privacy policies to clients in a written notice. These policies pertain to non-public personal information about current and former clients.
Of course, Patricia J. Foley, CPA has always protected your right to privacy with professional standards that are even more stringent than those required by law.
In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, I retain records relating to the professional services I provide you. I have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an 'as-needed' basis.
Non-public personal information is never collected without your authorization, and I do not disclose such information except as required or permitted by law. Permitted disclosures include third parties who assist me in providing services to you, such as CCH Incorporated, the vendor providing me with my tax compliance software, ProSystem fx Tax.
Your privacy is just as important to me as my ability to provide you with quality financial services. Please call if you have any questions about this statement or would like to obtain CCH Incorporated's privacy statement.