- Information we receive from you on applications, tax organizers, worksheets and other documents;
- Information you authorize us to receive from brokerage firms, law firms, other CPA firms, banks, mortgage companies, the Internal Revenue Service and/or other authorized third parties.
The information referenced above is collected for the purpose of providing you any tax, accounting, or business consulting services. The accountants and staff of Orsak Zidell & Robertson, PLLC hold your nonpublic personal information in confidence and will not release such information to third parties, except as required or permitted by law or authorized by you. We employ and maintain physical, electronic and procedural security measures to safeguard your nonpublic personal information and restrict its disclosure to those of our firm or third party service providers who need to know such information in order to provide the services you request.
Orsak Zidell & Robertson, PLLC will dispose of its records that contain nonpublic personal information by modifying the personal information to make it unreadable or undecipherable. We may make nonpublic personal information unreadable or undecipherable by erasing, shredding or other means. We may also dispose of nonpublic personal information by contracting with a vendor engaged in the business of disposing of records (in the same manner described above) that contain confidential information.