Privacy Policy
In the course of doing business with Heaven & Associates, PC you share non-public personal and financial information with us. We treat this information as confidential and recognize the importance of protecting you from unauthorized uses of your personal information. We are committed to maintaining the privacy and confidentiality of your information. Accordingly, we have adopted a privacy policy in accordance with federal regulations.
We collect personal information that you provide to us on our application or forms, and through information we obtain over the course of your business relationship with Heaven & Associates PC. The information may include name, address, phone numbers, e-mail address, Social Security number, names of family members, assets, account balances, investments and current or prior tax information and other information. We may also collect information from consumer reporting agencies.
We do not sell your personal information to any third parties. We do not disclose your personal information to third parties unless:
- You have given us authorization to disclose the information
- It is necessary to process a transaction or service your account(s), or
- As otherwise required or permitted by law.
We maintain physical, electronic, and procedural safeguards to protect your personal information. Heaven & Associates PC limits access to your personal information to those employees who need to know the information in order to provide you with appropriate services. Our Code of Ethics, which applies to all employees, restricts the use of personal non-public information and requires that it be held in strict confidence.
In order to protect your privacy, our firm does not outsource any of its accounting work. Many of the other local firms cannot say the same. This ensures that your accounts are worked on by the professionals appointed to your engagement and that the full integrity of the issues impacting your organization is maintained.