Privacy Policy

Privacy Policy of Hiratsuka & Associates

Maintaining the trust of our clients is of utmost importance and we are committed to protecting the privacy of the individuals and organizations we represent. In order to provide various tax and financial planning services, we must collect and safeguard personal information.

We only obtain nonpublic information with your authorization and we do not disseminate it to third parties without your consent.

Examples of Information Which We May Collect Includes:

  • Bank Account Information
  • Benefit Information
  • Financial History
  • Income Information
  • Medical Information
  • Net Worth
  • Social Security Number
  • Tax Returns

Parties to Whom We Disclose Information

We do not disclose personal information unless required by law or in conjunction with a contractual agreement in which you have explicitly authorized us to do so.

Confidentiality and Security of Personal Information

We maintain physical, electronic and procedural safeguards to protect your personal information from unauthorized access or alteration. We value your business and are happy to advise you on the proper procedures for sharing your information with third parties should you require such.