IACOPI, LENZ & COMPANY PRIVACY STATEMENT

A new law requires that CPAs and all other personal financial service providers disclose their privacy policies to clients in a written notice. These policies pertain to non-public personal information about current and former clients.

Of course, Iacopi, Lenz & Company has always protected your right to privacy with professional standards that are even more stringent than those required by law.

In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an 'as-needed' basis.

Non-public personal information is never collected without your authorization, and we do not disclose such information except as required or permitted by law. Permitted disclosures include third parties who assist us in providing services to you.

Your privacy is just as important to us as our ability to provide you with quality financial services. Please call if you have any questions about this statement.