Kwal Oliva
Disclosure Notices





DISCLOSURE NOTICE
Our Privacy Policy
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 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 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.

Links to Other Sites

For the convenience of our visitors and customers, this Web site may contain links to other sites. While we generally try to link only to sites that share similar high standards and respect for privacy, we are not responsible for the content, products or services offered or the privacy and security practices employed by these other sites.

IRS Circular 230 Notice

New requirements mandated by IRS Circular 230 requires us to notify you that any tax advice contained in this webpage (including all attachments and links) is not intended or written to be used, and cannot be used, by any person for the purpose of avoiding tax penalties that may be imposed by law. To read more about this required disclosure, please see: http://www.kwalandoliva.com/irs230.pdf

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Please call or E-mail if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.