A new law requires that CPAs and all other personal financial service providers disclose their privacy policies to clients in a written notice. These policies pertain to non-public personal information about current and former clients. Gallina LLP has always protected your right to privacy with professional standards that are even more stringent than those required by law. In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide to you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an ‘as-needed’ basis. Periodically we dispose of records through a certified destruction process or through shredding based upon our record retention polices. The non-public personal information we collect includes information about the source and amount of income and expenses, assets and liabilities, and personal data such as social security number and date of birth. We also obtain personal data through interviews and phone calls with you or letters and e-mails from you. Additionally, non-public information is made available in the course of review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization. In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review. Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service. Non-public personal information is never collected without your authorization, and we do not disclose such information except when requested by you or as required or permitted by law. Permitted disclosures include third parties who assist us in providing services to you, such as CCH Incorporated, the vendor providing us with our tax compliance software, ProSystem fx Tax. CCH has released their own Privacy Statement, reproduced below with their permission, in full and without modification. At CCH, we are committed to keeping your information private and recognize the importance all customers place on the privacy and confidentiality of their information. While new technologies allow us to more efficiently serve our customers, we are committed to maintaining the rigorous privacy standards that are synonymous with our established and trusted name. When collecting, storing, and retrieving your firm's data - such as Tax Notebook information, electronically filed returns, returns submitted to us for customer support, and returns submitted to us for service center processing - extensive internal controls are maintained throughout the process to ensure security and confidentiality. Data sent from your firm to CCH's secure servers is encrypted to ensure safety and privacy during transmission. Data encryption is the process of transforming information into a complex arrangement of illegible data. In addition, CCH's Internet-based systems are protected behind firewalls and all mission critical servers are deployed in a cluster environment to provide an even greater level of security and protection against system failure. All data is maintained and backed-up on a regular schedule to provide adequate redundancy and ensure that the integrity of information is never jeopardized. CCH employees are subject to a strict employment policy regarding confidentiality and internal access to customer data is restricted to highly trained personnel on an 'as-needed' basis. Information provided by your firm is used strictly for lawful business purposes and is never shared with third parties without your consent, except as required by law.
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