Privacy Policy

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Elizabeth Bystrom CPA, Ltd. Privacy Policy

At Elizabeth Bystrom CPA, Ltd., we value your trust and are committed to maintaining the confidentiality and security of your personal information. 

CPAs have been and continue to be bound by professional standards of confidentiality put forth in the AICPA Code of Professional Conduct that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

This Privacy Policy describes how we collect, use, and protect nonpublic personal information in accordance with the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you from the following sources:

• Information you provide during consultations,   interviews, or via documents
• Tax organizers, applications, and other forms
• Transactions with us or others
• Third parties such as financial institutions, with your authorization

Use of Information

We use your information to:

• Provide you with accounting, tax, and advisory  services
• Communicate with you as needed
• Maintain accurate client records
• Comply with legal and regulatory requirements

Information Disclosure

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law. This includes disclosure:

• To comply with a subpoena or legal process
• With your written consent
• To affiliated service providers supporting our business operations

Security of Your Information

We maintain physical, electronic, and procedural safeguards that comply with federal and state laws to protect your personal information. Access is restricted to authorized personnel only.

Client Rights

You have the right to review and request corrections to your personal information. To do so, please contact us directly.

Policy Updates

We reserve the right to update this policy. Any material changes will be communicated to you in writing or posted on our website.