This notice is an incorporation by reference of any source which directs to it.
Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended and should not be taken as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, Yigal Rechtman, CPA would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.
As your CPA, we collect:
As your CPA, we are required to keep all information about our engagement confidential, so we will not disclose any information about you unless we have your approval or are required by law. This applies even when you are no longer a client.
As your CPA, we are committed to safekeeping of your confidential information and we maintain physical, electronic and procedural safeguards to protect your information. Some of the service we use are third party services and may be within the United States' or outside of it. At times, we do not control the location of the electronic storage and processing of such third party services.
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 ofcCurrent 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.
Our current retention policy is for at least six years from the date we obtain the information from our clients
We maintain this information in either the original format or a electronic copy. The purpose of such retention is to comply with our own procedures, and not as a service to our client. Former and current clients are responsible to maintaining their own records, and should not expect our firm to retain records other than our own internal purposes.
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.
Information submitted to us via our web site, or via e-mail passes as clear text
and is unencrypted. Many safeguards are put in place to assure safe delivery
of the electronic messages sent via e-mail and through our web
site, but there is no assurance that such messages will not be intercepted.
To submit confidential information to our office, please utilize fax, U.S. registered mail, or a common courier with tracking capacity.
If you send us information through electronic mail we presume that we may do the same in communicating with you.
Note to recepients:
Any e-mail transmission sent from Rechtman CPA PLLC or its employees, members or agents contain confidential or privileged information from the accounting firm of Rechtman CPA PLLC. The information is intended for the individual or entity named in the e-mail message. If you are not the intended recipient, be aware that any disclosure, copying, or distribution or use of the contents of this information is strictly prohibited. If you have received such an e-mail in error, please reply to us via e-mail immediately so that we may arrange for the retrieval of the original documents at no cost to the recpient.
Any accounting, business or tax advice contained in e-mail communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, Rechtman CPA PLLC would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.