Privacy Policy

Swan O Sullivan values its relationship with our clients. Protecting the privacy of information we have about you is of great importance to us. We want you to understand how we protect the confidentiality of that information as well as how and why we use and disclose it. The following provides details of our practices and procedures for protecting the security of personal information both while you are our client and afterwards.

The information we collect about you will vary depending on the service we're providing for you or/and the nature of the information we receive from you such as name, address, age, phone number, PPS Number (formerly RSI Number), finances, assets, income, employer, third party information and any other information collected in order to prepare tax returns, perform audits, maintain books or other related financial information.

Information We Disclose

We do not disclose any personal information to anyone except as it necessary in order to provide our services or otherwise as we are required or permitted by law.

Confidentiality and Security

We restrict access to personal information to our employees, or others who need to know that information to service your account. Our employees are trained and required to maintain our privacy policies. We maintain physical, electronic, and procedural safeguards to protect personal information.