privacy policy

Grossman St. Amour, CPAs, PLLC is committed to protecting the confidentiality of our clients’ personal financial information. We consider client confidentiality to be a professional obligation of the utmost importance. This notice describes our policies regarding your personal financial information. We collect non-public personal information in order to accurately identify you, to protect and administer your accounts and records, and to provide professional services to you. We may obtain non-public personal information about you from information we receive in the course of providing services to you and from information about your transactions, with us, our affiliates, and others. We will not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.  All other categories of use exclude text messaging originator, opt-in data, and consent; this information will not be shared with any third parties.

For example, the law permits disclosure to our affiliates (for compliance purposes and, where applicable, to provide or support our affiliates’ legal, consulting, or investment advisory services you have authorized) and to certain third parties as necessary for us to render professional services to you. We restrict access to your personal and account information to those employees who need to know that information to provide services to you. We also maintain physical, electronic, and procedural safeguards to guard your non-public personal information. If you become an inactive client, we will adhere to the privacy policies and practices as described in this notice. If you have questions about our privacy policy, or would like additional copies of this notice, please contact us at the address and telephone number found on this website, or email us at [email protected].