Moore & Baker, LLP

1801 N California Blvd., Suite 101

Walnut Creek, CA  94596-4133

(925) 933-6722  

Privacy Disclosure

If you are like most Americans, privacy is a big concern to you. We want you to know that we at Moore & Baker, LLP share this concern. During the preparation of your tax return and financial service, you share personal information with the employees and owners of Moore & Baker, LLP. This might include information on applications, worksheets, tax organizers or other documents we use in preparing your taxes or financial service. 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, or our affiliates. 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.

We have not and will not share any personal information with an outside source without your permission. Under California law you must give written permission before this information can be shared. Enclosed is a copy of a privacy disclosure we will need from you at the time you request us to mail, fax or discuss your personal information with an outside source.

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 relations with Moore & Baker, LLP, 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.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

Very truly yours,

Moore & Baker, LLP

Certified Public Accountants

Moore & Baker, LLP

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