Privacy Policy
CIBC Group, LLC knows that the privacy of your information is very important to you. We also understnad that you trust us to protect the confidentiality and pricacy of that information. This notice informs you of our privacy policy and describes how we treat the information we receive about you.
We may collect nonpublic personal informaiton about you from one or more of the following sources:
We restirct access to public and nonpublic personal information concerning you that you have provided to our firm CIBC Group, LLC accountants and staff members who need to know the infomration to provide accounting, auditing, and tax services to you. We maintain physical, electronic, and procedureal safeguards to protect this information.
We may collect nonpublic personal informaiton about you from one or more of the following sources:
- Information we receive from you on applications, tax preparation organizers, worksheets, and other documents we use in tax preparation or providing financial services, or other forms.
- Information we receive from you or financial institutions to post accounting records.
- Information we receive from performing audits, reviews, compilations, or other financial reports.
- Information we receive to prepare payroll checks.
- We do not sell client information to anyone or disclose client information to marketing companies.
- We do not disclose any public or non-public information about you that you have provided to us to anyone outside our firm, except as authorized by you,required by law or as follows: We use outside vendors to provide accounting and tax software, and to maintain our ocmputer system. There may be occasion for them to have access to client data. For example, when they work on our computer system, deal with software problems, or we send returns for electronic filing.
We restirct access to public and nonpublic personal information concerning you that you have provided to our firm CIBC Group, LLC accountants and staff members who need to know the infomration to provide accounting, auditing, and tax services to you. We maintain physical, electronic, and procedureal safeguards to protect this information.