Privacy Policy
We at Halpern Chartered Professional Accounting Firm value your business and respect your privacy. We respect the trust you place in us as your accountant when disclosing personal information relating. CPAs, like all providers of personal financial services, are required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bounded by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy. However, we have now formalized our existing policies to ensure compliance under the Privacy Act.

Types of Nonpublic Personal Information We Collect

Because you come to us for our expertise in financial matters, we collect non-publicpersonal information about you.Due to the fact that much of the information we collect from you is sensitive information, all information is collected with your consent. In addition, information provided to us or obtained by us from third parties will be done with your authorization. The type of information we collect form you is used for a variety of types of engagements:
  • Tax returns (personal and corporate).

  • Trusts.

  • Financial Planning.

  • Review Engagements.

  • Financial Statement preparation.


  • Information such as tax filings and financial statements will be provided for you (the client) and to the appropriate government authorities. Should other individuals or institutions request your personal information, we will obtain your consent prior to supplying it to them. We do not sell or provide confidential information to anyone.