Walter J. McKeever & Company, LLC is a public accounting firm located at 15 Valley Drive in Greenwich, Connecticut. The firm provides general public accounting services in the areas such as tax, audit, financial statement preparation, computer assistance, management and investment services, tax planning, fiduciary and estate work. Since its inception in 1980, the firm has provided services to over 3,600 clients with its staff of four Certified Public Accountants and other accounting, clerical and specialized staff.
Services are provided to a diversified client base of individuals, small businesses, homeowners associations, not-for-profit organizations and other professionals in principally lower Fairfield and Westchester counties of the New York Metropolitan area. Advancements in computerized accounting have helped make this firm almost fully automated, allowing it to increase the speed and accuracy of its work process.
CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we always protected your right to privacy.
TYPES OF NONPUBLIC PERSONAL INFORMATION THAT WE COLLECT We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
PARTIES TO WHOM WE DISCLOSE INFORMATION For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. 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 providing services to you. In all such situations, we stress the confidential nature of information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS’ INFORMATION We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
CT PUBLIC ACT No. 08-167 In addition to safeguarding personal information from misuse by third parties, we protect the confidentiality of Social Security numbers and prohibit unlawful disclosure and limit access to them.
NEW YORK’S CONSUMER BILL OF RIGHTS REGARDING TAX PREPARERS Legislation was enacted in 2008, effective January 1, 2009, to increase consumer protection in the paid income tax preparer industry. A free copy of Publication 135, Consumer Bill of Rights Regarding Tax Preparers is available from our office. You can also find it at the following internet address: http://www.tax.state.ny.us/cbr/default.htm
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.