FOWLER, MAXWELL & COMPANY, PC PROTECTS CLIENT INFORMATION We maintain physical, electronic and organizational safeguards that comply with our professional standards to protect client information. We continually review our policies and practices, monitor our computer networks and test the strength of our security in order to help us ensure the safety of client information. THANK YOU FOR CHOOSING FOWLER, MAXWELL & COMPANY, PC We value you as a client and appreciate the opportunity to serve you. Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. A recent law change requires us to disclose our Privacy Policy to you, which we are more than happy to do. We hope that by taking a few moments to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure. INFORMATION WE MAY COLLECT We collect certain personal information about you-but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also use it to provide various tax and financial services to you at your request. Examples of sources from which we collect information include: · interviews and phone calls with you · letters or e-mails from you · Tax return or financial service organizers · Financial history questionnaires. PARTIES TO WHOM WE DISCLOSE INFORMATION As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations: · To comply with a validly issued and enforceable subpoena or summons. · In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization. · In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review. · As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue , or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record. · To provide information to affiliates of the firm, such as Coastal Mortgage Company, and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party, which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. · In all such situations, we stress the confidential nature of information being shared. THE SHARING OF CERTAIN INFORMATION WITHIN FOWLER, MAXWELL & COMPANY, PC This notice applies only to the sharing of information within Fowler, Maxwell & Company, PC that does not involve your transactions with us. Who We Share With: We may share information within Fowler, Maxwell & Company, PC Why We Share: We may share information about you within Fowler, Maxwell & Company, PC to enhance our services to you, to measure your interest of our services, to improve existing services, develop new ones, and to monitor client trends. If you prefer that we not share this information within Fowler, Maxwell & Company, PC, please call (912)882-3790. Your choice will also apply to your joint account holders. Your direction not to share this information does not limit Fowler, Maxwell & Company, PC from sharing certain information about your transactions with us (such as your name, address, and payment history) or your experiences with us (such as your account activity). This choice does not apply to our efforts to provide services to you –you may receive information regarding Fowler, Maxwell & Company, PC services we believe may suit your needs. Please call if you have any questions. Your privacy, our professional ethics and the ability to provide you with quality financial services are very important to us.