It is the policy of Wheeler Fairman & Kelley to protect the confidential nature of all personal information obtained from clients. Except as disclosed in this agreement, we will not intentionally disclose personal information, including Social Security numbers, to third parties without authorization.
Wheeler Fairman & Kelley requires that you provide your Social Security number because it is necessary for us to use the number when preparing forms and communicating with the Internal Revenue Service and other taxing authorities. We will only use the Social Security number as means of identification with a taxing authority, or as otherwise allowed by you.
Wheeler Fairman & Kelley will obtain your Social Security number by gathering data necessary to perform services requested from clients.
Wheeler Fairman & Kelley protects Social Security numbers as it protects all of its clients’ confidential information. We use commercially reasonable safeguards on our computer system to prevent unauthorized access of confidential information, including Social Security numbers. Although security cannot be guaranteed, we maintain physical, electronic, and procedural safeguards that comply with professional standards.
Only the accountants and staff of Wheeler Fairman & Kelley and the firm’s outside computer consultants have access to the Social Security numbers in our records. These individuals will hold this information in confidence and will not release it to people outside the firm, except as agreed by you or required by law.
Wheeler Fairman & Kelley will dispose of its business records that contain personal information by modifying the personal information to make it unreadable or undecipherable. We may make personal information unreadable by shredding, erasing, or other means. We may also dispose of personal information by contracting with a person engaged in the business of disposing of records that contain confidential information.