Privacy Policy of Meerholz & Associates, LLC
Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. As a Certified Public Accountant registered with the Virginia Board of Accountancy, and as a member of the American Institute of Certified Public Accountants, and the Virginia Society of Certified Public Accountants, Meerholz & Associates, LLC adheres to the highest level of responsibility to protect the confidentiality of all client information. We are required by law to disclose our Privacy Policy and we hope that by taking a few minutes to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.
Types of Nonpublic Information We Collect
We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization.
Examples of sources from which we collect information include:
- interviews and phone calls with you,
- letters or e-mails from you,
- information request forms
Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent required or permitted by law, certain nonpublic information about you may be disclosed. In all situations, the confidential nature of the information being shared is stressed and where necessary a written confidentiality agreement is obtained. Certain nonpublic information about you may be disclosed in the following situations:
- To comply with a validly issued and enforceable subpoena or summons.
- In the course of a 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 of 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.
- As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
- To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed.
Confidentiality and Security of Nonpublic Personal Information
We retain records relating to our professional services to better serve your professional needs and to comply with professional guidelines. 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 that comply with our professional standards.
What if You Become a Former Client?
Should you become an inactive client or our relationship ends, we will continue to protect the confidentiality and security of your personal information as outlined above.
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