Mark L. Persitz, CPA, LLC (“the Firm”) is providing this notice in accordance with the Gramm-Leach-Bliley Act (GLBA). This notice describes how we handle the nonpublic personal information (NPI) of our clients and consumers.
| Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
|---|---|
| What? | The types of personal information we collect and share depend on the product or service you have with us. This information can include:
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| How? | All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Mark L. Persitz, CPA, LLC chooses to share; and whether you can limit this sharing. |
| Reasons we can share your info | Does the Firm share? | Can you limit this? |
|---|---|---|
| For our everyday business purposes - such as to process your transactions, maintain your account(s), or respond to court orders and legal investigations. | Yes | No |
| For our marketing purposes - to offer our products and services to you. | No | We don't share |
| For nonaffiliates to market to you | No | We don't share |
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. We maintain a Written Information Security Plan (WISP) that outlines our administrative, technical, and physical safeguards.
Email: info@persitzcpa.com | Phone: 248-909-2880
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