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Privacy Policy

If you are like most Americans, privacy is a big concern to you. We want you to know that we at Weir & Associates share this concern. During the preparation of your tax returns or other financial information, you share personal information with the employees and owners of Weir & Associates. This might include information on applications, worksheets, tax organizers or other documents we use in preparing your taxes or other financial information. It also may include information we receive directly from third parties such as brokerage houses and banks regarding your accounts with them and information about your transactions with us. We value your trust and make every effort to continue to deserve your confidence.

Protecting your privacy is important to us and your personal information is only shared with those employees with whom it is necessary to perform the services you have hired us to do. State and federal laws and the standards of the CPA profession pledge us to keep your information confidential unless we are required by a legal authority to divulge the information.

If necessary to complete your engagement, this information may be shared with an outside agency, but you will be informed in advance if this is the case. Under California law you must give written permission before this information can be shared. Any outside agency that we would use would have to share our privacy policy and commitment to your protection.

Your personal information is stored in a secure space or on a secure computer. We take our obligation to you very seriously and value your trust. If you ever discontinue your client relationship with Weir & Associates, we will be happy to furnish you with a copy of the information in our files and will continue to protect and treat the information that you have trusted us with as confidential. When your personal information is no longer needed, it is shredded, erased or destroyed before being recycled.

Sincerely,

Weir & Associates