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Herbein + Company, Inc.

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Privacy Disclaimer

We highly value your trust and confidence in us, and we want to assure you that your personal information is kept completely confidential by us. As a Certified Public Accounting firm and a member of the Pennsylvania Institute of Certified Public Accountants, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information. This Privacy Policy summarizes for you what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.

What Personal Information Do We Collect?

In order to meet your needs in the course of tax return preparation, tax and financial planning, and tax compliance engagements for you, we collect various types of personal information about you from the following sources:

Is Personal Information Shared With Others?

We do not share any personal information about you to anyone without your express consent, except as permitted by law and as described below. The law permits disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, to others who are assuring our compliance with professional accounting standards (peer review), and the like. We may also share any or all of the information we collect, as described (again, except for consumer reporting agency information), to

How Do We Protect The Confidentiality and Security of Your Personal Information?

Keeping your information confidential and secure is of utmost importance to us. We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. We also maintain physical, electronic, and procedural safeguards to guard your personal information. In so doing, we restrict access to your personal information to those employees who need to know that information to provide products or services to you and to support service companies and financial institutions mentioned above. In turn, those companies are legally and contractually bound to maintain the privacy of any personal information shared with them. Additionally, our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations.

What if You Become a Former Client?

Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality and security of your personal information to this privacy policy.

Professional Ethics

As Certified Public Accountants, our professional ethical obligations and responsibilities have always demanded no less than the highest regard and duties toward the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it appropriately, and accomplish your engagements with us in such a manner so as to always maintain your trust and confidence in us.