Aaron Smith, P.C.
is a unique Certified Public Accounting Firm. We are designed to maximize the quality of services found in larger firms while maintaining the close personal and congenial atmosphere of a local firm. Each director is a Certified Public Accountant with an extensive background of business experience in many areas, with a concern for each of our valued clients. We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We reflect this belief through our focus on helping each client plan and meet business objectives for both the short and long term. We accomplish this by knowing the clients business, monitoring it, and keeping the client aware of potential problems, while providing practical business solutions in a timely manner.
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
If you would like to learn more about our Firm please see Contact Info.
Aaron Smith, P.C. - Privacy Policy
Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. Aaron Smith PC is dedicated and committed to the security of your information and we have state-of-the-art protection, monitoring and reporting tools and techniques to insure compliance with both State and Federal Regulations concerning the collection, storage and protection of your private information. We hope that by taking a few moments to read it, you will have a better understanding of what we do with the information you provide us 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 and may also use it to provide various tax and financial planning services to you at your request.
Examples of sources from which we collect information include:
interviews and phone calls with you,
letters or e-mails from you,
tax return or financial planning organizers, and
financial history questionnaires
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:
To comply with a validly issued and enforceable subpoena or summons.
In the course of 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.
We may from time to time, and depending on the circumstances, use third-party service providers in serving your account. We may share confidential information about you with these service providers, but remain committed to maintaining the confidentiality and security of your information. Accordingly, we maintain internal policies, procedures, and safeguards to protect the confidentiality of your personal information. In addition, we will secure confidentiality agreements with all service providers to maintain the confidentiality of your information and we will take reasonable precautions to determine that they have appropriate procedures in place to prevent the unauthorized release of your confidential information to others. In the event that we are unable to secure an appropriate confidentiality agreement, you will be asked to provide your consent prior to the sharing of your confidential information with the third-party service provider. Furthermore, we will remain responsible for the work provided by any such third-party service providers. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)
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 and other parties 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 planning 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.
Thank you. Aaron Smith, P.C.