Quality accounting services for businesses and individuals with a common sense approach.

Your Financial Privacy at Gray Station CPAs PC

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. We are
required to disclose our Privacy Policy to you, which we are more than happy to do. We have always safeguarded the
confidentiality of information. We hope that by taking a few moments to read our Privacy Policy, you will have a better
understanding of what we do with the information you provide us with and how we keep it private and secure.

Types of 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. We use that information to prepare your personal income tax returns, financial statements, and
various other documents.

Examples of sources from which we collect information include:

  • Interviews and phone calls with you.
  • Letters or emails from you.
  • Tax returns, tax organizers and questionnaires.
  • Financial statement data.


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 permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may
be disclosed in the following situations:

  • Employees of the firm need such information for us to provide services to you.
  • Service Providers we engage such as our peer reviewer, insurance providers, software technical support and
    computer consultants may have access to information we collect.
  • To comply with a validly issued and enforceable subpoena or summons.
  • During 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 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.
  • 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.

Confidentiality and Security of Nonpublic Personal Information

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of
our firm 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, our Code of Professional Conduct, and nondisclosure agreements where
appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and
regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

Thank you for allowing us to serve your accounting, tax, and financial 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.

Gray Station Office Location