Privacy Disclosure Policy at BLP

If you are like most Americans, privacy is a big concern to you. During the preparation of your tax returns and financial plans, you share personal information with the team members of Brakensiek Leavitt Pleger, LLP. This might include information on applications, worksheets, tax organizers or other documents we use in preparing your taxes or financial statements. It also may include information that we receive from third parties such as brokerage houses and banks regarding your accounts with them and information about your transactions with us, or our affiliates. We value your trust and make every effort to continue to deserve your confidence.

Protecting your privacy is important to us and your personal information is only shared with those team members with whom it is necessary to perform the services you have engaged us to do. State and federal laws, and the standards of the CPA profession, pledge us to keep your information confidential unless we are required by a legal authority to divulge the information.

Your personal information is stored in a secure space or on a secure computer. We take our obligation to you very seriously and value your trust. If you ever discontinue your client relationship with BLP, we will be happy to furnish you with a copy of the information in our files and will continue to protect and treat the information that you have trusted us with as confidential. When your personal information is no longer needed it is shreded, erased or destroyed before being recycled.

If you have any questions regarding our policies please contact us.


If and only to the extent that this publication contains contributions from tax professionals who are subject to the rules of professional conduct set forth in Circular 230, as promulgated by the United States Department of the Treasury, the publisher, on behalf of those contributors, hereby states that any U.S. federal tax advice that is contained in such contributions was not intended or written to be used by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer by the Internal Revenue Service, and it cannot be used by any taxpayer for such purpose.