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M E M O
R A N D U M
To: Clients of Rolf & Goffman Co.,
L.P.A.
From: Rolf & Goffman Co., L.P.A.
Re: Privacy of Client Information
Attorneys, like other professionals who advise
on financial matters, are now required by a new
federal law to inform their clients of their
policies regarding privacy of client information.
Attorneys have been and continue to be bound by
professional standards of confidentiality that are
even more stringent than those required by this new
law.
In the course of providing our clients with
income tax, estate tax, and gift tax advice, we
receive significant personal financial information
from our clients. If you are a client of Rolf &
Goffman Co., L.P.A., you should know that all
information we receive from you is held in
confidence, and is not released to people outside
the firm, except as agreed to by you, or as
required under an applicable law.
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.
We may also contract with other third parties to
perform services for your benefit, such as
photocopying documents or other file-related tasks.
When necessary, we will only disclose the
information required for the third party to carry
out its agreed responsibilities. We require these
third parties to treat your personal information,
and our information regarding your matters, as
confidential.
Should you have any questions regarding this
policy, please do not hesitate to contact us.
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Rolf & Goffman Co., L.P.A.
Phone 216-514-1100
E-mail info@rolfgoffman.com
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