We, the Offices of Frank A. Schoenrock, value your trust and are committed to the responsible management, use and protection of your personal financial information in our possession. We must collect this information to service our customers and properly administer our business, including meeting our obligations to service you and tax reporting obligations to federal, state, and other regulatory authorities as appropriate.

This notice is in response to legislation requiring we provide notice to customers about privacy policies and practices. This notice does not alter the business manner in which we conduct our services. We, as always, remain committed to providing you with superior customer service and integrity.

Customer Information We Collect To Conduct Business: We may collect information from you (e.g. name, address, social security number, and other personal and business financial data) to service your needs. The information we receive from you will remain confidential.

Sharing Information With Others: We will only share the personal financial information that we collect as permitted by law or to comply with legal or regulatory requirements. Client information (including copies of tax returns) will not be released without written consent from you the client.

This privacy policy is our commitment to you that we will protect your privacy and live up to the following principles:

We will not now or in the future disclose any information about you for the purpose of marketing any product or service. We will safeguard, according to strict standards of security and confidentiality, any personal information our customers share with us. We will limit the collection and use of personal financial information to the minimum we require to meet our contractual and legal obligations, and to deliver superior service to our customers. We will permit only authorized employees, who are trained in the proper handling of personal financial information, to have access to that information. We will not disclose personal financial information to any external organization except as authorized by law. Whenever we hire other organizations to assist us in providing support services (e.g. electronic filing of annual tax returns) we will require a contractual commitment not to disclose any information they receive from us to any other person or entity and to use the information we provide for the sole purpose for which they were retained.

As stated earlier, this notice does not in any way change the terms of our commitment to you. We remain committed to providing you with superior customer service and integrity. Please call if you have any questions about this statement. Thank you for letting us be of service to you.