To Our Valued Clients and Web Site Visitors:
Please read this important notice over carefully. We provide it to all web site visitors and to our clients for their benefit and information.
Should you have any questions regarding the information below, you can feel free to contact our office at any time. We will be happy to assure you that we hold to the highest professional standards regarding privacy and confidentiality.
Updated: January 2014
The information on this website is of a general nature and should not be construed as professional advice. It is provided solely for the convenience of our clients and the public.
Communications sent to the firm via this website or via the Internet may not be secure and may be intercepted by other parties. Imparting this information does not constitute a client-accountant relationship nor does the transmission or receipt of any e-mail sent through this website constitute or create, in any way, a client-accountant relationship or a job application.
Further, unless specifically engaged to perform a service (in writing, in a formal, signed engagement letter between the client and the firm) it should not be construed that the service will be performed by the firm. The firm offers multiple levels of services to clients. Client engagements will vary with regard to depth and level of each and every service as agreed prior to performing the services. A client should always refer to the signed engagement letter to understand the specific services the firm agrees to provide and the scope of those services. Past results afford no guarantee of future results.
Certain links on this site lead to servers maintained by individuals or organizations over which we have no control. Moshe Klein & Associates, Ltd. makes no representations or warranties regarding the accuracy or any other aspect of the information located on such servers.
Unless otherwise noted, all information on this website is the property of Moshe Klein & Associates, Ltd. Unauthorized use will be subject to legal action.
As a visitor to this website, you agree to indemnify Moshe Klein & Associates, Ltd., and its officers, directors, employees, agents, distributors, and affiliates from and against any and all third party claims, demands, liabilities, costs, or expenses, including reasonable attorney’s fees that arise from your use or misuse of this site.
IRS Circular 230 Notice
To the extent this website or files available within it concern tax matters, our information is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law or in promoting, marketing, or recommending to another party any transaction or matter addressed.
Notice of Privacy Practices
Accountants and bookkeepers, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Accountants and bookkeepers 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
Moshe Klein & Associates, Ltd., collects nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
Disclosures to Nonaffiliated Parties
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 or authorized by you. Permitted disclosures include, 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 Client Information
Moshe Klein & Associates, Ltd., retains 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.
You do not need to call, or do anything as a result of this notice. This notice is meant to inform you of how we use and safeguard your nonpublic personal financial information. You may wish to file this notice with your tax papers. Please call 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.