Confidentiality: Financial institutions are required by federal law to inform their customers of their policies regarding privacy of customer information. The Federal Trade Commission has taken the position that attorneys and law firms who provide certain services to individual clients may be “financial institutions” subject to these requirements. Our attorneys and our firm have been and continue to be bound by professional standards of confidentiality that are more stringent than those required by this law. You should be assured that nothing in this law diminishes our professional obligation to maintain the confidentiality of information provided to us by our clients, or changes our policies or procedures in place to protect such confidentiality.
Client Information: In the course of providing our clients with income tax, estate tax, and gift tax advice and other services, we receive nonpublic personal financial information and other confidential information about our clients. This information is provided to us by our clients or obtained by us from others with our clients’ authorization. If you are a client or former client of Roberts & Stevens, P.A., you should know that all such information is held in confidence and is not released to people outside the firm, except as agreed to by you or as required under applicable law. Because all of our partners and employees may have access to some or all of this information, all of our personnel are subject to these confidentiality requirements.
Records Retention: We retain records relating to professional services that we provide so that we are better able to assist you with your legal needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
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