Client Privacy & Data Protection

Effective Date: October 2026

01 Commitment to Confidentiality

At Waldman & Artime CPA ("the Firm," "we," or "us"), we recognize that the financial, personal, and corporate information entrusted to us is profoundly sensitive. We operate under strict statutory confidentiality obligations governed by the Gramm-Leach-Bliley Act (GLBA), Internal Revenue Code (IRC) Section 7216, and the AICPA Code of Professional Conduct.

02 Information We Collect

To deliver our certified public accounting, tax advisory, and strategic financial services, we collect nonpublic personal and corporate information through direct client communications, secure digital portals, and authorized financial advisors:

  • Identifiers & Records: Legal names, contact details, SSNs, EINs, and entity formation documents.
  • Financial & Tax Data: Bank statements, investment portfolios, general ledgers, payroll records, and historical tax returns.

03 Data Usage & Security Safeguards

Your information is utilized solely to execute the professional engagements outlined in our formal written agreement. To protect this data, we enforce rigorous technical and administrative safeguards:

  • Bank-Grade Encryption: Data in transit is secured via TLS 1.3, and data at rest is protected with AES-256 bit encryption.
  • Access Control: Multi-factor authentication (MFA) and strict role-based access protocols across all systems.

04 Absolute Prohibition on Data Monetization

Our Guarantee:

Waldman & Artime CPA does not sell, trade, rent, or commercialize client financial data or profiles to external third-party marketers, advertisers, or data brokers under any circumstances.

05 Permitted Disclosures

We disclose client information only when necessary to fulfill your engagement or comply with legal mandates:

  • Vetted Infrastructure Partners: Cloud accounting and tax software vendors bound by strict SOC 2 compliance and non-disclosure covenants.
  • Client Authorization: Transmissions directed by you to your legal counsel, banker, or wealth manager.
  • Legal Mandates: Disclosures strictly required by valid judicial subpoenas or regulatory peer-review requirements.

06 Your Rights & Inquiries

You maintain the right to request copies of your final tax returns and source documents, amend personal contact metadata, or revoke prior third-party disclosure consents. For questions regarding this policy, please contact our team directly at accountant@waldmanartime.com.