At Anderson, Johns, Yao & Davis CPA, P.C. your privacy is important to us.
Types of Information We Collect
Anderson, Johns, Yao & Davis CPA, P.C. may collect certain personal information about you-but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and to provide various tax and financial planning services to you at your request.
Examples of sources from which we collect information include:
Parties to Whom We Disclose Information
Anderson, Johns, Yao & Davis CPA, P.C. as a general rule, does not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law, certain nonpublic information about you may be disclosed in the following situations:
Use of Personal Information
We use the information collected under this Policy to perform services within the scope of our engagement and to inform you through any communications channel including phone, fax, electronic mail, about new services and to provide information that we think will be of interest to you such as conferences we hold, changes in the law or accounting practices, or other professional or business developments. If you do not wish to receive such information, you may opt-out by sending an email to [email protected] or by advising your Anderson, Johns, Yao & Davis CPA, P.C. contact and we will discontinue sending you information other than in regard to your account.
Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Thank you for choosing Anderson, Johns, Yao & Davis CPA, P.C. for your accounting, tax, and financial planning needs. We value your business and are committed to protecting your personal and company privacy. Please call us if you have any questions regarding our Policy Policy. Our main office number is 210.696.9400.
Provide your email below and our office will contact you to schedule a preliminary meeting.