The Lipson Group Privacy Policy

Undoubtedly you have recently received privacy notices from banks, credit card companies, insurance companies and other financial service providers. The following is our notice representing our need to comply with the privacy notice requirements of the Gramm-Leach-Bliley Act.

Your Privacy is Important to Us

We highly value your trust and confidence in our firm, and we want to assure you that your personal information is kept completely confidential. 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. Our professional standards of confidentiality are even more stringent than that required by the new law.

What Personal Information Do We Collect?

In order to meet your needs in the course of tax return preparation, financial and estate tax planning, and valuation services, we collect various types of personal information. This information includes; but is not limited to, social security numbers, income, investments, and personal liabilities. This information usually comes from documents provided by you, your attorney, or other financial advisors. As a client of The Lipson Group, you should know that all information that we receive from you is held in strict confidence, and is not released to people outside the firm except as authorized by you.

Safeguards and Security

Keeping your 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 guard your personal information. In addition, we restrict access to your personal information to our employees who provide services to you.

We have always demanded no less than the highest regard and duties toward the confidentiality of your personal information and the security of your privacy. We will protect your personal information and use it appropriately to maintain your trust and confidence in us. If you have any questions regarding our policies and procedures, please contact a member of our firm.