Right to Privacy
Employees of Sara A. Roberts, CPA, APAC are required to follow our company's Code of Conduct which states that all client information is considered private and should be used only to provide the best possible service to you, the client. Each employee has signed an Employment agreement, which obligates him or her to maintain your privacy. We do not disclose any nonpublic information about our current or former clients, except as permitted by law.
Sources of Information
We collect nonpublic information directly from you and from third parties as directed by you.
Use of Information
Sara A. Roberts, CPA, APAC limits the use and collection of information about our clients to that which is necessary to administer our business, provide proper service, and offer opportunities to you, our clients.
Security of Information
Sara A. Roberts, CPA, APAC is committed to maintaining your financial and personal information securely. Our operational and data processing systems are in a secure environment that protects your information from being accessed by third parties.
Disclosure of Client Information
Your information will be released to third parties only upon your request or authorization; as permitted or required by law; and after you have been informed about the possibility of a beneficial business opportunity through a prior communication and given the right to decline (opt out) participating in the opportunity.
Responding to Inquiries
Sara A. Roberts, CPA, APAC welcomes any questions or suggestions you may have concerning the protection of your confidential information.