Privacy Statement

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.

Of course, Sage Financial Strategies, Inc. 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.

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 ProSeries Incorporated, the vendor providing us with our tax compliance and preparation software.

ProSeries has released their own Privacy Statement.

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.