Privacy Policy

Privacy Policy

Your Privacy Is Important To Us

We highly value your trust and confidence in us, and we want to assure you that your personal information is kept completely confidential by us. As a Certified Public Accounting firm and a member of The Ohio Society of Certified Public Accountants, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.

This Privacy Policy summarizes for you what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.

What Personal Information Do We Collect?

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. Such information includes, for instance, your name, address, social security number, income, investment and other assets, and other tax and financial attributes about you.

Is Personal Information Shared With Others?

We do not share any personal information about you to anyone without your expressed consent, except as permitted by law and as described below.

The law permits disclosure of, in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, to others who are assuring our compliance with professional accounting standards (peer review), and the like.

How Do We Protect The Confidentiality And Security Of Your Personal Information?

Keeping your information confidential and secure is of utmost importance to us. We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. We also maintain physical, electronic, and procedural safeguards to guard your personal information. In so doing, we restrict access to your personal information to these employees who need to know that information to provide products or services to you and to the support service companies and financial institutions mentioned above. In turn, those companies are legally and contractually bound to maintain the privacy of any personal information shared with them. Additionally, our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations.

What If You Become A Former Client?

Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.

What Is Our Record Retention Policy?

It is our standard policy to maintain tax records for 7 years. At the end of that time, the records will then be destroyed in an appropriate manner.

Our Pledge To You

As Certified Public Accountants, our professional ethical obligations and responsibilities have always demanded no less than the highest regard and duties toward the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it appropriately, and accomplish your engagements with us in such a manner so as to always maintain your trust and confidence in us.

Please call if you have any questions, because you privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.


Reynolds & Company
Certified Public Accountants