PRIVACY POLICY AND DISCLOSURE

At Brunberg Thoresen Diaby & Associates, Ltd. our vision is to build trusted business relationships with our clients. Your trust is critical to our success. As certified public accountants, we want to provide the highest quality professional services including, audit, accounting, tax and financial consulting.

In compliance with the Privacy Protection Provisions of the Gramm-Leach-Biley Act and Related FTC Regulations providers disclose their privacy policies to clients in a written notice. These policies pertain to non-public personal information about current and former clients. Of course, Brunberg Thoresen Diaby & Associates, Ltd. has always protected your right to privacy with professional standards that are even more stringent than those required by law.

Information Collected
We collect personal information that 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:

  • Interview and phone calls with you,
  • Letters or e-mails from you,
  • Tax return or financial planning organizers, and
  • Financial history questionnaires.

Non-public personal information is never collected without your authorization.

Restrictions and Safeguards
In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services that we provide you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an 'as-needed' basis.

Permitted Sharing of Information
As a general rule, we do not disclose or discuss personal information about our clients except as required or provided by law. Permitted disclosures include:

  • enforceable subpoenas or summons as a part of legal proceedings or alternative dispute resolution proceedings
  • state or national licensing board reviews, and
  • third parties who assist us in providing services to you, such as CCH Incorporated, the vendor providing us with our tax compliance software, Prosystem fx Tax. CCH has released their separate Privacy Statement. Their privacy statement can be viewed at http://www.prosystemfx.com/privacy/default.asp

Closed account provisions
These privacy policies and practices apply to closed accounts and former clients as well as current clients.

Questions or Concerns
Brunberg Thoresen Diaby & Associates, Ltd. recognizes and respects the privacy expectations of our clients. We value our client relationships and want you to understand how we use the information you provide. If you have any questions about the accuracy of our information or how we protect your confidential information, please call us at 763-545-2353 or contact us using the email option located on our website www.brunberg.net. If, at any time, you believe we have shared information about you inappropriately, please contact us immediately.