Privacy Policy

At Kordish & Company, LLC, CPAs, protecting the confidentiality and security of our clients’ information has always been an important part of the way we conduct our business.  We want you to know that we are committed to safeguarding your privacy while helping you achieve your financial goals.

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

Types of Nonpublic Personal Information We Collect

We collect information that is provided by you or obtained by us with your authorization to prepare your personal income tax returns and/or provide tax planning services to you.

Parties to Whom We Disclose Information

We do not disclose any non-public personal information about our clients or former clients except as required or permitted by law, the Code of Professional Conduct of the Connecticut Society of Certified Public Accountants (CTCPA), or the Ethics Rulings of the American Institute of Certified Public Accountants (AICPA).  These circumstances could include any of the following:

• A validly issued subpoena or summons.

• A review of our professional practice or ethics by the AICPA, CTCPA, or the Connecticut State Board of Accountancy.

• A review relating to the prospective purchase, sale or merger of all or part of our practice.

• Participation in actual or threatened legal proceedings or alternative dispute resolution proceedings by or against our firm, as compelled by a court of law.

• Using nonaffiliated third parties who perform services for us in the preparation of your returns or tax planning.

In all such situations, we stress the confidential nature of the information being shared. 

Additionally, upon your written request, we will disclose information about you to the parties you specify.

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

We retain records relating to professional services that we provide to you so that we are better able to assist you with your professional needs.  We safeguard these records in accordance with IRS regulations 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.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with the highest quality financial services are especially important to us.