Kershaw & Associates, Inc.

Providing tax and business advice on a long term basis

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Privacy Practices

Protecting the privacy and confidentiality of information about our clients is very important to Kershaw & Associates, Inc. Accordingly, we strive to comply with each of the following practices in everything we do

  • We do not share nonpublic information about you with third parties outside of Kershaw & Associates, Inc. without your consent.
  • We work to ensure information integrity and security. We use technological tools and design our business practices to help ensure that the personal information of our customers is properly gathered, stored and processed. We also work to maintain the security of, and internal and external access to, the personal information of our customers through the use of technology and our business practices.
  • Our employees are trained to respect the personal information of our customers.
  • We Shred documents, CDs, DVDs.

Disclosure of Information

Kershaw & Associates, Inc. will not disclose the nonpublic personal information we collect, without your consent except when permitted or required by law, except as follows:
  • To respond to a subpoena or court order, judicial process or regulatory authorities;
  • We may provide name, address, Social Security number and a current balance due to a third party collection agency to aid in collection of delinquent accounts.
  • We may disclose the nonpublic personal information we collect to other third parties as authorized by you.

Confidentiality and Security

Kershaw & Associates, Inc. will safeguard client information. We limit access to the personal and account information of our clients to those employees who need to know that information in the course of their job responsibilities. We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect client information.

We also have internal controls to keep client information as accurate and complete as possible. If you believe that any information we have regarding you or your account is not accurate, please let us know.

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