CPAs, like all providers of personal financial services, are required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality and ethics that are even more stringent than those required by law.
It is our commitment to you that we will not share any of the personal information you provide to us with any third parties for their marketing purposes. We treat your data the way we expect our personal data to be treated, securely and with the highest regard to privacy. We respect your right to privacy.
What type of Nonpublic Personal Information (NPI) does L2S, LLP collect?
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. We obtain this information through interviews; written communication, which can include prior tax returns, organizers, or other documentation; and/or electronic communication, which can include email, text messaging and applications.
The information we collect can include:
Basic information, such as your or your name, birthday, social security number, employer, familial status and related dependents, and your business name and EIN;
Other contact information, such as your physical address, email address, and phone number(s);
Bank information and other financial information, such as bank or brokerage account details;
Information you may authorize us to obtain such as medical information, other documentation and information we use in the course of providing tax preparation and/or consulting services;
Information we receive during prospective client meetings;
Information from public sources.
Our website does not collect any personal information about you unless you specifically and knowingly provide such information. Visitors to our website may choose to interact with our website in ways that require us to gather personally-identifying information.
How does L2S, LLP disclose your NPI data?
We disclose personal information only to those service providers who (a) have a business need to know in order to provide the requested client services, and (b) have agreed not to disclose it to others.
L2S, LLP does not otherwise share any personal information with third parties who are not service providers unless otherwise required or authorized by applicable law.
How long does L2S, LLP retain your NPI data?
L2S, LLP retains your NPI only as long as necessary to provide your requested services, to comply with legal regulations, or to resolve disputes and enforce agreements (e.g. settlement).
How does L2S, LLP secure your NPI data?
L2S, LLP takes all appropriate measures reasonably necessary to protect against the unauthorized access, use, alteration, or destruction of personal information.
California Privacy Rights
Under California Civil Code Section 1798.83, California customers are entitled to request information relating to whether a business has disclosed personal information to any third parties for the third parties’ direct marketing purposes. That notice will identify the categories of information shared and will include a list of the third parties and affiliates with which it was shared, along with their names and addresses. If you are a California resident and would like to make such a request, please submit your request in writing at the address information at the bottom of this policy.
It is our commitment to you that we will not share any personal information you provide to us with any third parties for their marketing purposes.
4440 PGA Blvd., Suite 600
Palm Beach Gardens, FL 33410