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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
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info@rolfgoffman.com