Privacy Policy

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law.  Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

  • In writing via regular mail, email or over the Internet.
  • Verbally via the phone or personal conferences.
  • From third parties, with your authorization.
  • From transactions with our affiliates or us.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.  Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you.  In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients’ Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines.  In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

COOKIES

Cookies are small text files that are sent by the website to your browser and then stored by your browser on your computer. Information collected via cookies is used for statistical reporting. If you are a repeat visitor to our website or have completed a form, cookies may enable the website to improve your experience.

You can manage the cookie settings of your browser by referencing the following links:
Microsoft Explorer
Google Chrome
Mozilla Firefox
Apple Safari

In addition, most advertising networks offer you a way to opt out of targeted advertising. If you would like more information, please visit http://www.aboutads.info/choices/ or http://www.youronlinechoices.com.

Remove My Information

You may request to remove your information from our Marketing System. By clicking here, you are requesting Warady & Davis LLP to remove your personal data from W&D’s Marketing System.

Please call (847) 267-9600 if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.