Privacy Policy

Tracy B. Stewart, CPA, CFP® has adopted the following Privacy Policy in accordance with Section 35.581 of the Texas Business & Commerce Code:

It is the policy of Tracy B. Stewart, CPA, CFP® 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.

Tracy B. Stewart, CPA, CFP® requires that you provide copies of income tax returns, investment account statements and other financial documents in the course of a financial planning or divorce planning engagement. Your Social Security number may be visible on the copy you provided to us. We will only use the Social Security number as means of identification with an investment account or retirement account inquiry within the scope of the engagement.

Tracy B. Stewart, CPA, CFP® will obtain your Social Security number by requesting it from you or by reading documents you provide to us.

Tracy B. Stewart, CPA, CFP® 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 CPA and staff of Tracy B. Stewart, CPA, CFP® have access to the Social Security numbers in our records. The CPA and staff will hold this information in confidence and will not release it to people outside firm, except as agreed by you or required by law.

Tracy B. Stewart, CPA, CFP® 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.