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.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
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 that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to 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 nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
Privacy Statement
Dam, Snell & Taveirne, Ltd.
Dam, Snell & Taveirne, Ltd. believes in treating people with respect. Our Privacy Policy reflects that commitment.
Dam, Snell & Taveirne, Ltd. is aware of the importance of protecting the privacy of its web address users. Information is never collected from our web address visitors without their prior knowledge and consent. Only the specific personal information you give us (eg name or email address) is collected through our site, and this information is used as a means of contacting you only with your permission. None of the information submitted to our site is provided to third parties.
If you have any questions about this privacy statement, the practices of
Dam, Snell & Taveirne, Ltd., or your dealings with Dam, Snell & Taveirne, Ltd.,
please E-mail, write, or call us at:
Fox Lake Office:
21 Rollins Road
Fox Lake, IL 60020
Phone: 847-587-3022
Fax: 847-587-4351
Libertyville Office:
1512 Artaius Parkway - Suite 100
Libertyville, IL 60048
Phone: 847-367-4448
Fax: 847-367-2606
