Privacy Policy

Weinstein & Wohlafka CPAs, P.C.

As a Certified Public Accounting firm, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of your information. While this policy is specifically directed to individuals to whom we provide services for personal or family purposes, we adhere to similar confidentiality standards for our business clients under strict ethical standards mandated by our membership in both the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

Types of Nonpublic Personal Information

We collect nonpublic business and personal information about you and your business for use in the preparation of financial reports and tax returns. We collect this information from you directly or from your employees or any outside source that you authorize us to contact on your behalf.

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information in the course of our practice except where required or permitted by law. As such we are permitted to share this information with our employees, professional consultants assisting us in compliance with professional standards or who assist us in the preparation and electronic filing of your tax returns. In all such situations we stress the confidentiality of the information being shared. We do not share nonpublic personal information with unrelated parties without your expressed consent and authorization.

Protecting the Confidentiality and Security of your Personal Information

We retain records relating to the professional services we provide to you, our clients, so that we may be better able to service your needs and provide answers to your questions and in some cases comply with professional requirements. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.