Privacy Policy

We are bound by strict professional standards of confidentiality. We protect your right to privacy.  In addition, state and federal laws provide for criminal penalties for tax return preparers who disclose client information. Your written consent will be obtained before we use or disclose your information for any purpose other than the preparation of your tax return. 

We are a member of the American Institute of Certified Public Accountants and follow their Code of Professional Conduct, which prohibits disclosing confidential client information. 

Types of Non-public Personal Information We Collect

We collect non-public personal information about you that you provide to us or that is obtained by us with your authorization. Examples of sources from which we collect information include client telephone calls and interviews, client e-mails and letters, telephone calls and e-mails with third
parties you authorize to communicate with us, tax returns, and tax return organizers.

Parties to Whom We Disclose Information 

Current and former clients’ non-public personal information obtained in the course of providing accounting services is not disclosed except as required by law or as permitted with your authorization. Permitted disclosures include providing client information to Cole, Evans & Peterson employees and, in limited circumstances, to unrelated third parties who require such information to assist us in providing client services. The confidential nature of the shared information is emphasized in all circumstances.

Protecting the Security and Confidentiality of Current and Former Client Information

We retain records relating to professional services provided to clients so that we may better assist clients with their professional needs. Additionally, records are retained in some circumstances to comply with professional guidelines and requirements. To protect your non-public personal information, we maintain electronic, physical, and procedural safeguards in compliance with CPA professional standards.

Your privacy, our professional ethics requirements, and our ability to provide quality professional financial services are important to us. If you have any questions regarding our privacy policy, please call us at (318) 222-8367.