Stolberg, Ebbeling & Blanchette, LLP provides accounting, tax, and business advisory services to clients throughout the New England and Mid-Atlantic regions. We recognize and respect the privacy expectations of each of our clients and we believe that confidentiality and protection of personal financial information is one of our fundamental responsibilities. In compliance with United States federal law, we are providing all existing clients with this privacy notice once each year.

Information We May Collect

The collection and use of information about clients is fundamental to our providing them with accounting, tax, and business advisory services. We may collect information about individuals from the following sources:

• Information from you (such as your name, home/business address, telephone number(s), date of birth, Social Security number(s), tax identification number(s), and financial information)
• Information we generate to service your account (such as tax returns and net worth statements)
• Information from third parties with respect to your accounts (such as tax forms, bank statements, brokerage account statements, consumer reporting agencies)

Getting this information provides us with necessary data to complete legal financial documents for you, helps us to identify our clients’ needs and manage those relationships. It also enables us to identify and develop additional services that meet the continuous needs of our clients.

Information We May Disclose and to Whom

We may disclose your personal information to non-affiliated third parties in very limited instances and then only in connection with providing accounting and consulting services to you. Some of the instances are listed below:

• Disclosures to your attorney pursuant to your instructions
• Disclosures to third parties that help us evaluate advice on financial products or services you requested from us (such as securities broker-dealers and insurance agents)
• Disclosures as may be required by law

Under Massachusetts law, if you provide us with information which you identify as confidential pursuant to a professional engagement with us, we are not permitted to disclose that information without your consent, except in response to a court proceeding, to the Massachusetts Board of Public Accountancy, or in the course of quality reviews of our firm.

Stolberg, Ebbeling & Blanchette, LLP Security Practices

Policies and procedures are in place which are designed to safeguard the confidentiality of your personal information. These include:

• Physical, electronic, and other safeguards to keep your personal information safe;
• Limitation of access to personal information to those employees who need it to perform their job duties; and
• Protecting information of our former clients to the same extent as our current clients.

Changes to Our Privacy Policy

Stolberg, Ebbeling & Blanchette, LLP reserves the right to modify or amend this privacy policy at any time and for any reason. Nothing contained herein creates or is intended to create a contract or agreement between Stolberg & Ebbeling, LLP and any user visiting our website providing identifying information of any kind.

Contacting Us

If you have any questions regarding this privacy policy or do not feel that this policy has addressed your concerns, please contact us at 508-363-3000.