The primary goal of Livings, Lambert, Duffee & Mackin, P.C. is to provide you, our clients, with the best CPA services we can. As you know, a part of this goal has always been a commitment to protect your privacy. Due to the confidential nature of our work, we as CPAs are no longer required by law to inform our clients of our policies regarding privacy of client information as it is implied in the strict code of ethics that we are bound to. Therefore, we have and always will protect your rights to privacy.

Types of Non-public Public Information We Collect

We collect non-public 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 non-public 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 certain 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 the CPA 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 non-public personal information, we maintain physical, electronic, and procedural safeguards that comply with the professional standards of the CPA industry.