For several years, CPAs, like all providers of personal financial services, have been 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 more stringent than those required by law. That same standard of confidentiality applies to our financial advisors, consultants, and other CPAs who are a part of our affiliate companies. Therefore, all Windham Brannon Companies (Windham Brannon P.C. CPAs, Windham Brannon Personal Planning Services P.C. CPAs, Windham Brannon AdVantage Tax LLC, Windham Brannon Financial Group, LLC,* and Windham Brannon Resources, Inc.) have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect

The Windham Brannon Companies collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information

For all current and former clients, the Windham Brannon Companies 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 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

The Windham Brannon Companies 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.

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.

Windham Brannon, P.C., Certified Public Accountants
Windham Brannon Personal Planning Services, P.C. CPAs
Windham Brannon AdVantage Tax, LLC
Windham Brannon Financial Group, LLC
Windham Brannon Resources, Inc.