We collect non-public personal information about you that is provided to us by you or obtained by us with your authorization.
For current and former clients, we do not disclose any non-public personal information obtained in the course of our practice except as required or permitted by law.
BMSS will only share individual tax returns and personal financial information directly with that individual. For business tax returns and financial statements, we only provide those documents to owners or officers of the business.
We recommend our clients use the secure client portal as often as possible to obtain needed copies of their financial statements.
Protecting the Confidentiality and Security of Clients’ Information
We retain records relating to professional services that we provide you and, in some cases, this is done to comply with professional guidelines. In order to guard your non-public personal information, we maintain strict physical, electronic and procedural safeguards that comply with our professional standards.