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Seeing Beyond the Numbers
The trust reflected in our client relationship means a great deal to Chavez and Associates. We recognize that protecting your privacy is critical to our effectiveness and continued success.
Bound by standards of confidentiality, Chavez and Associates can reassure you that your confidence in our professional ethics and reliance of our capabilities will always be honored.
As your professional advisors, we collect only nonpublic personal information that is provided to us by you or obtained by us with your authorization.
For current and former clients, we do not disclose any nonpublic information contained 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 the information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.
We retain records relating to the professional services 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.
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