As a result of the Gramm-Leach-Bliley Act of 1999, financial institutions are required to inform their clients how the institution treats information it maintains about them.  An accountant or other tax preparation service that is in the business of completing income tax returns is a financial institution because tax preparation service is a financial activity listed in the Code of Federal Regulations (12 CFR 225.28(b)(6)(vi)) and referenced in the Bank Holding Company Act (section 4(k)(4)(G)).

Please review the following information carefully.  Though no response to this client privacy notice is required, you may have questions or comments about our privacy policy and information practices.  If so, you can contact The Counting House by email at info@thecountinghouse.us or write to the address below.

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax organizers, worksheets, and other documents;

• Information about your transactions with us, our affiliates, or others; and

• Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of the firm who need to know that information to provide services to you.  We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Our commitment to protecting client privacy is ongoing.  We will continue to safeguard  clients’ privacy and the confidentiality of the information you provide based on the policies stated above or your written instructions.