Press Releases
HCVT - an independent member firm of Moore Stephens International Limited
Worldwide Resources - Moore Stephens International
Holthouse Carlin & Van Trigt LLP is a member of Moore Stephens International Limited (MSIL), an alliance comprised of 35 US firms with revenues exceeding $600 million and over 330 leading, independent accounting firms with combined worldwide revenues of approximately $1.25 billion. Our global alliance has broadened our geographic service reach in North America and foreign countries to better serve our clients with the worldwide resources, in 90 countries, necessary to solve complex issues, and assist in the profitable growth of their operations.
Privacy Policy
CPAs, like all providers of personal financial services, are now 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 even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect:
We 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 current and former clients, we 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 to know that 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:
We 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.
File Retention Policy
We will provide you with a "taxpayer's copy" of tax returns we prepare on your behalf. You should retain these copies for your files. We will maintain copies of tax returns prepared by our firm, along with supporting workpapers, for approximately seven years after the original due date. Once the seven-year time period has run, unless we otherwise agree in writing, we reserve the right to destroy our files relating to those tax years without any further notice to you. Please contact us if you have any questions about this policy.