Privacy Policy
Elizabeth J. Kurosz CPA Privacy Policy
Your financial and personal privacy is of the utmost importance to us. We are committed to
maintaining the confidentiality of your personal information, while still being able to provide
you with the professional service you are accustomed to. Below, we describe the manner in
which we deal with your personal 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 and will continue to do so.
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:
In writing via regular mail, email or over the Internet.
Verbally via the phone or personal conferences.
From third parties, with your authorization.
From transactions with our affiliates or us.
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 and that they are bound either by our professional standards of
confidentiality or nondisclosure agreements where applicable.
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.
Your privacy, our professional ethics, and the ability to provide you with quality financial
services are very important to us. Please contact us if you have any questions or concerns
about the confidentiality of your information.
Remove My Information
You may request to remove your information from our Marketing System by clicking
Unsubscribe on any marketing emails you receive from us. You may also request to be
removed by sending an email to info@kuroszcpa.com
Disclaimer
Tax or professional advice contained in or accompanying this document, unless otherwise
specifically stated, is not intended or written to be used, and cannot be used, for the purpose
of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or
recommending to another party any transaction or matter that is contained in or
accompanying this document. In addition, unless otherwise specifically stated, any advice
provided shall not be deemed a formal tax opinion upon which the addressee can rely.