At Lee CPAs & Associates LLC, protecting the confidentiality of client information is a priority. We do not share non-public information about you with anyone unless required by law or pursuant to your request. In fact, we are prohibited from sharing such information by the Internal Revenue Code.

We are certain that you would expect this to be the case, however federal regulations require that we provide you the written notice of our policy concerning the privacy of client information which follows below.

We collect non-public personal and financial information about you from the tax, financial and other records you provide to us.

We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to non-public personal information about you to those employees who need to know that information in the ordinary course of their job responsibilities.

We maintain physical, electronic and procedural safeguards that comply with federal standards to protect client information.

The above notice reflects no change with regard to our philosophy regarding the absolute confidentiality of your personal and financial information. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. As always, if you have any questions regarding this or other matters, please contact us at (847) 850-5300.