At Kim & Associates, PA, we highly value your trust and confidence in us. As a licensed CPA firm, we adhere to the highest standards of professional responsibility to protect the confidentiality of your personal and financial information.
In performing our services, we collect and maintain nonpublic personal and financial information provided by you or by a third party with your authorization. Such information may include, for instance, your name, address, social security number, spouse and dependent information, income and investment details, broker transactions, and other financial data.
We may receive this information from you when we meet in person or over the phone, when you send us your information by mail, email, or fax, or included in your tax organizer. Third parties that may provide us your information (with your authorization) may include banks, brokers, and financial advisors.
We only share your personal and financial information with our affiliates in order to provide you with our professional services.
We do not disclose any nonpublic personal or financial information about you with unaffiliated third parties unless authorized by you in writing or permitted by law and the Code of Professional Ethics of the American Institute of Certified Public Accountants.
We retain records relating to the professional services we provide in order to comply with professional guidelines and as required by law. In order to protect your nonpublic personal and financial information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.