Critelli & Associates

 

 
1000 White Horse Road    Suite 308

Voorhees, NJ 08043

Phone: 856.770.8500   Fax 756.770.0803

Email:  bob@rcritelli.com

 

 
 
 

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Privacy Policy
As a financial services, bookkeeping and tax firm, we collect nonpublic personal information about you from some or all of the following sources:
 
  • Information received from you on applications, tax preparation worksheets, organizers and supporting schedules we use in preparing your tax returns and other forms. 
  • Personal interviews, meetings and conferences with you.
  • information received from you and others about your transactions with others and with us.
  • Information received from consumer reporting agencies.

 

We do NOT disclose any non public personal information about your clients or former clients to any third parties, exccept as permitted by you or required by law.

 

We restrict access to non public personal and account information about you to those of our employees or contractors who need to know that information in order to provide products or services to you.

 

We maintain physical, electronic, and procedural safeguard that comply with federal regulations to guard your non public personal information.

 

Please let us know if you have any questions about our Privacy Policy.  And thank you so much for the opportunity of serving you.  We truly appreciate your patronage.