Your privacy is important to us. At Wefferling & Company, CPAs, LLC, we are committed to your privacy and retaining your trust. We respect your right to keep your personal information confidential and to avoid unwanted solicitations.
Please read this to learn how we handle your personal information.
Types Of Information We Collect:
We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization to prepare your personal income tax returns and provide personal financial planning to you.
Examples Of Sources From Which We Collect Information:
Parties To Whom We Disclose Information:
We do not disclose any nonpublic personal information about our clients or former clients to our affiliates or to nonaffiliated third parties except as permitted by law, the Code of Professional Conduct of the New Jersey Society of Certified Public Accountants (NJSCPA), and Ethics Rulings of the American Institute of Certified Public Accountants (AICPA). Nonpublic Personal Information about you and our former clients may be disclosed to both our affiliates and nonaffiliated third parties as permitted by law, our Code of Professional Conduct, and Ethics Rulings of the AICPA, as follows:
General Restrictions on Disclosure of Nonpublic Personal Information to Affiliates and Nonaffiliated Third Parties
As tax preparers, we are prohibited by Internal Revenue Code Section 7216 from disclosing your income tax return information without your consent, other than for the specific purpose of preparing, assisting in preparing, or obtaining and providing services in connection with the preparation of an income tax return for you. Furthermore, as a member of the NJSCPA engaged in income tax preparation or financial planning, we are generally prohibited from disclosing confidential client information about you to affiliates and nonaffiliated third parties without your specific consent. (See exceptions under the heading "Parties to whom we disclose information").
Confidentiality and Security of Nonpublic Personal Information
We restrict access to Nonpublic Personal Information about you to those employees and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your Nonpublic Personal Information.
Part of the Community Since 1970
Call us today.
(973) 226-3111
Serving the Caldwell, NJ area. Wefferling & Company CPAs, LLC specializes in tax, accounting, and consulting services. Certified public accountants. Free initial consultations. Competitive pricing. Call us today.
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