(858) 558-9200 CLIENT LOGIN MAKE A PAYMENT CONTACT WHO WE SERVE EXPERTISE THE FIRM OUR PEOPLE CAREERS CLIENT RESOURCES Privacy Policy HOME > PRIVACY POLICY Lindsay & Brownell, 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. Rule 301 of the AICPA code of ethics provides that a member in public practice shall not disclose any confidential client information without the specific consent of the client. The limited exceptions to this rule include participating in a peer review and complying with federal, state, or local laws—for example, in response to a summons or subpoena. 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 to allow us to provide tax and accounting services. 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 the 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. 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. Are discussions about changing tax laws raising questions? Speak with a member of our team today. Let's Talk Sign up for our newsletter today Name: Email: Expertise Tax Consulting & Compliance Assurance & Advisory Business Advisory Non-Profit International Tax Mergers & Acquisitions Client Resources Knowledge Center COVID-19 SafeSend Returns The Firm About Us Partners Management Professionals Administrative Support Community Involvement Who we serve Individuals Non-Profit Organizations Closely Held Business Estates & Trusts Careers Our Culture Job Openings & Events Contact Us 4225 Executive Square, Suite 1150 La Jolla, CA 92037 Phone: (858) 558-9200 Fax: (858) 558-8225 © Copyright 2021 Lindsay & Brownell, LLP. All rights reserved. Privacy Policy Developed by TinyFrog Technologies Client Login SafeSend - a safe and easy solution for your tax engagements! Learn More >> +