Troutt, Beeman & Co., P.C. Privacy Policy

CPAs, providing financial services, such as estate and tax planning, to individuals are required by federal 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 safeguarded the confidentiality of information provided to us by our clients and have protected your right to privacy.

Types of Nonpublic Personal Information We Collect
We collect non-public personal information about you - but only when that information is provided by you or is obtained by us with your authorization. 

Parties to Whom We Disclose Information
As a general rule, we do not disclose any nonpublic personal information about our clients or former clients to anyone.  However, to the extent permitted by law and any applicable 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 licensing board.
• In conjunction with a prospective purchase, sale or merger for all or a part of our practice, provided that we obtain a written confidentiality agreement from the prospective purchaser or merger partner.
• As part of any actual or threatened legal proceedings or alternative dispute resolution proceedings provided we disclose only the information necessary to file, pursue or defend the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

Mobile Information: 

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Client Rights

• Clients have the right to know what information is being collected, how it's being used, and how it's being shared
• Clients have the right to request that their information be deleted, with some exceptions
• Clients have the right to opt out of emails by unsubscribing.  
• Clients have the right to opt out of receiving SMS messages at any time by replying STOP to any text message received by TBCO.
• Clients have the right to opt-out of receiving email communications by clicking the Unsubscribe link. 

Cookies and Other Tracking Methods

When you view our website, we might store some information on your computer. This information will be in the form of a “cookie” or similar file. Cookies are small pieces of information stored on your hard drive, not on our site. Cookies, which are tied to personal information, do not spy on you or otherwise invade your privacy, and they cannot invade your hard drive and steal information. Rather, they help you navigate a website as easily as possible. Cookies can help us provide information that is targeted to your interests and they allow us to better understand how users use our site, which in turn helps us focus our resources on features that are most popular with our users. You are always free to decline our cookies if your browser permits, but some parts of our site, including our registered customer account web sites may not work properly in that case.

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 in compliance with applicable laws and regulations.  

Changes to Privacy Policy 

We reserve the right to modify this privacy statement at any time, so please review it frequently. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our home page.

Contact Us

Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.  If you have any questions or concerns, please feel free to email info@tbco.net or call 816-380-5500.