Privacy Policy

Your Privacy is Important to Us

We highly value your trust and confidence in us, and we want to assure you that your personal information is kept completely confidential by us. As a Certified Public Accounting firm and a member of The Ohio Society of Certified Public Accountants, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.

This Privacy Policy summarizes for you what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.

What Personal Information Do We Collect?

In order to meet your needs in the course of tax return preparation, tax and financial planning, and tax compliance engagements for you, we collect various types of personal information about you from the following sources:

bulletInformation that we receive from you when you meet with us in person or over the phone, when you send us information by mail or e-mail, through our website, on tax preparation worksheets, and on other documents or forms that we use in preparing your tax return or in providing other services for you.
bulletInformation we receive from you when your browser interacts with us when you visit our website.
bulletInformation we receive from a consumer-reporting agency, such as your credit history and outstanding loan balances.

Is Personal Information Shared with Others?

We do not share any personal information about you to anyone without your express consent, except as permitted by law and as described below.

The law permits disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, to others who are assuring our compliance with professional accounting standards (peer review), and the like.

We may also share any or all of the information we collect, as described above (except for consumer reporting agency information-we do not disclose this), to non-affiliated companies that perform support services on our behalf, such as data processing.

For your protection, our agreements with these companies require that they also keep your personal information in the strictest of confidence, just as we do.

How Do We Protect the Confidentiality and Security of Your Personal Information?

Keeping your personal information confidential and secure is of utmost importance to us. We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. We also maintain physical, electronic, and procedural safeguards to protect your personal information. In so doing, we restrict access to your personal information to those employees who need to know that information to provide products or services to you and to the support service companies and financial institutions mentioned above. In turn, those companies are legally and contractually bound to maintain the privacy of any personal information shared with them. Additionally, our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations.

What if You Become a Former Client?

Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.

Our Pledge to You

As Certified Public Accountants, our professional ethical obligations and responsibilities have always demanded no less than the highest regard and duty toward the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it appropriately, and accomplish your engagements with us in such a manner so as to always maintain your trust and confidence in us.  As always, we here at MizickMiller thank you for allowing us to be your financial information professionals.

 


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