Privacy Policy

This firm collects nonpublic personal information about you from the following sources:

• Information received from you on applications, worksheets, statements, or other documents.
• Information about your transactions with this firm or others.
• Information received from a consumer reporting agency.

This firm does not disclose any nonpublic personal information about clients or former clients to anyone except as permitted by law.

Access to nonpublic personal information about you is restricted to those members of this firm who need to know that information to provide services to you. Physical, electronic and procedural safeguards that comply with Federal regulations to guard your nonpublic personal information are maintained.

Online information is stored on secure servers located in Dropbox datacenters with SOC 1, SOC 2, and SOC 3 certifications. 

If you have any questions about this policy, please do not hesitate to contact us.

(619) 987-9870 | white@davidwhitecpa.com