From time to time, we acquire non-public and public information about you from various sources, including:

• Information we receive from interviews with you regarding your business, personal, and/or tax situations
• Information we receive from you on applications, organizers, or by other means
• Information from documents provided to us such as Forms W-2, 1099R, 1099-INT, 1099-DIV, stock transactions, K-1s and various other formal documents

The information we may acquire includes but is not limited to your name, address, contact details, Social Security or Tax Identification numbers (including EINs), dependents, income, assets, liabilities, and other business, personal, and tax financial and non-financial demographic data.

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 serving the client. In all such situations, we stress the confidential nature of information shared.

We retain records relating to professional services that we provide so that we are better able to assist the client and to comply with professional guidelines or requirements.

Electronic Data
Burney & Associates will maintain sensitive financial data in encrypted format while in the control of systems presently actively administered by Burney & Associates (including general ledger software, tax software, archived email, and electronic facsimiles).

Regarding electronic mail (commonly referred to email, chat, or messaging systems, among other monikers and hereinafter collectively referred to as "email") and facsimile systems, Burney & Associates cannot guarantee the confidentiality of any data communicated to us by a client using an email system. Upon receipt, Burney & Associates' Privacy Policy applies, however, due to the naturally insecure environment of email systems, Burney & Associates cannot guarantee nor be held accountable for insecurities or violations of privacy external to systems controlled by Burney & Associates. Clients agree to indemnify Burney & Associates from any responsibility associated with privacy violations occurring outside of Burney & Associates' systems, including, but not limited to, mail server insecurities, website violations (including "hacking"), mis-directed email and fax documents, or any other form of electronic weakness or violation occurring outside of systems actively controlled by Burney & Associates.

Regarding form submissions on the Burney & Associates, CPAs website, we will ensure that all data of this nature is stored in a secured directory under our domain name. Practical security measures, namely a user identification and password, will be required to access this data. The client understands that this data is within the servers of the hosting service and is not controlled by Burney & Associates other than to install a user identification and password. Burney & Associates cannot guarantee nor be held accountable for insecurities or violations of privacy external to systems controlled by Burney & Associates. Clients agree to indemnify Burney & Associates from any responsibility associated with privacy violations occurring outside of Burney & Associates' systems, including, but not limited to website violations (including "hacking").

Physical Documentation
Burney & Associates maintains physical documentation within our offices, which are a secured facility. Only authorized individuals are allowed to access our files or enter the premises during off hours.