Attorneys, like other professionals who advise on personal financial matters, are required by federal law to inform their clients of their policies regarding privacy of client information. Attorneys have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by federal law. Therefore, we have always protected clients’ right to privacy.
In the course of providing our clients with income tax, estate tax, and gift tax advice, we receive significant personal financial information from our clients. If you are a client of Mead, Bromley & Bishop, you should know that all information that we receive from you is held in confidence, and is not released to people outside this firm, except as you may agree, or except as may be required under an applicable law.
We retain records relating to professional services that we provide so that we are better able to assist clients with their professional needs and, in some cases, to comply with professional guidelines. In order to guard clients’ nonpublic, personal information, we maintain safeguards that comply with our professional standards.
Our policy is to maintain closed client files for seven years after the date our services are completed. After seven years, we reserve the right to destroy the entire file, except original documents as set forth below, without further notice, unless our client or some authorized person on the client’s behalf asks for the return of the file.
We retain original documents indefinitely, or until our client or some authorized person on the client’s behalf asks for their return. We also reserve the right to mail original documents back to our clients, or to give our clients thirty days written notice of our intent to destroy such documents, at the last address the client has provided to us.