Policies

Website

Burkholder & Company is the sole owner of the information collected on this Web site. We only gather information we need to serve you better and will not – without your consent – sell, share, or rent this information to others in ways different from what is disclosed in this statement except in cases where in good faith we believe that the law requires us to do so, it is necessary to protect Burkholder & Company’s rights and/or property, or if circumstances necessitate acting to protect the personal safety of staff or of the public.


Tax Advice

Circular 230 requires us to inform you that, unless otherwise expressly indicated, any tax advice contained in this website, including attachments or enclosures, is not intended or written to be used (and may not be used) for the purpose of (i) avoiding tax, tax-related penalties and/or interest under any code including (but not limited to) the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.


Accuracy of Information

The information in this website is provided as a free service, intended to provide useful information to the public. While we strive to present accurate and reliable information, we make no warranties regarding the accuracy or correctness of the information provided herein and accept no liability for damages of any kind resulting from reliance on the information provided. Before relying on any such information each user is cautioned to confirm the information contained herein by reference to its source. The user accepts the information as is and assumes all responsibility for the use of such information. Burkholder & Company, and its owners, management, and staff make no warranties, expressed or implied, on the information provided on this website.


Privacy

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law.  Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us from third parties with your authorization.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.  Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you.  In all such situations, we stress the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Current and Former Clients’ Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines.  In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.


Copyright

All information on this website is copyright 2010 by Burkholder & Company.

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