ANNUAL PRIVACY NOTICE
In order to provide quality service to our clients, we
must collect personal information from them. This
information may be required by service providers
(insurance companies) in order to aid in obtaining
products or services authorized by our customers or it
may also be provided to regulatory agencies in order to
comply with federal, state or local laws.
We do not disclose any non-public information about our
current & former clients to anyone, except as permitted
by law. Our employees have limited access to your
personal information based upon their responsibilities
and are required to maintain and protect the
confidentiality of your personal information, and they
must follow established guidelines and procedures in
doing so. Please be assured that we maintain physical,
electronic and procedural safeguards in compliance with
federal standards to maintain the confidentiality of your
personal information.
We are not attorneys, we can refer compitent council
upon request. The privacy of your personal data is
secure with us. We are thankful for the opportunities to
be of service to you & your family and friends.
SANTOS ASSOCIATES
FEDERALLY AUTHORIZED TAX PRACTITIONERS
