Privacy Policy


Certified Public Accountants, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPA's have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by the new federal law. So we have always protected your right to privacy.

In the course of providing you with professional services, we receive significant personal financial information from you, from financial institutions, such as banks, brokerage firms and insurance companies, from governmental entities and agencies, from other professionals such as attorneys and other accountants, and from parties with whom we are negotiating on your behalf. We may also receive information from other sources, either as directed by you or with your consent.

You should know that all information that is received from or about clients of this Firm is held in confidence, and is not released to people outside the Firm, except where it will assist us in representing you, or as required by law. When we get information about you, you may rest assured that it is secure.

All staff are aware of the strict insistence upon the privacy of your personal information. We do not allow anyone access to your files or your information, except as necessary to represent you. We maintain physical security for your files, as well as electronic and procedural safeguards as well.

We value your trust and handle information about you with care. Please call if you have any questions regarding this required notice or our services to you.

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Yucaipa Office

35460 Beech Avenue

Yucaipa, CA 92399

Telephone  (909) 790-1583

Fax            (909) 790-3862

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Copyright 1999 Jerry E. Bartram, CPA All rights reserved.

Web designed and authored by Jerry E. Bartram, CPA Last Updated 04/22/10