Petkovsek & Moran’s Privacy Policy
The law requires us to disclose our Privacy Policy to you – just as it requires banks, brokerage houses, and other financial institutions to do the same. As members of both the American and Wisconsin Institutes of Certified Public Accountants, we have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy. We hope that by taking a few moments to read this policy, you will have a better understanding of how we strive to protect the information you entrust to us.

Types Of Information We Collect
We collect certain personal information about you – but only when it is provided by you or is obtained with your permission.

Parties to Whom We Disclose Information
As a general rule, we do not disclose nonpublic personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed to comply with validly issued and enforceable subpoena or summons, or to allow us to render appropriate services to you.

Confidentiality and Security of Your Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

We value our clients’ business and are committed to protecting their privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust. Please call us if you have questions or if we can be of any service.