This site is provided for the purpose of introducing the services provided by our firm. We believe that online privacy is important and this statement sets forth our privacy policy and describes the practices we follow to respect the privacy of all visitors to this site. We utilize fair information practices designed to protect your privacy. We welcome visitors to our site and we want you to be informed about our privacy practices.

Our firm is committed to personal privacy and has adopted a set of information management guidelines disclosing the information gathering policies for this website.  We are responsible only for this site.  We are not responsible for the content or privacy policies of any sites linked here.  The primary tenets of our policy are as follows:

Cookies:  We do not employ cookies in connection with this site.

Registration:  We do not require registration for access to this site.

Credit Card Information:  We do not collect credit card information.

E-mail Addresses:  Whenever you submit an inquiry through a form available on this site, we will retain your address.  However, it is not revealed to any third-party for any reason.

IP Address:  Your IP address is logged in our system automatically, but it is used only for statistical purposes and is not used to track your session or linked to anything that would make you personally identifiable.

If you would like to opt out of any e-mail contact we may have established with you or have us delete any personal information we may have obtained as a result of a prior visit to this site, please contact us.

This notice is provided to you as required by Federal Trade Commission Rule 16 CFR Part 313 "Privacy of Consumer Financial Information".

Your privacy is important to us. At Berenson LLP, we are committed to your privacy and retaining your trust. We respect your right to keep your personal information confidential and to avoid unwanted solicitations. Please read this notice to learn how we handle your personal information.

Types Of Information We Collect

We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization to prepare your personal income tax returns and provide personal financial planning to you.

Examples Of Sources From Which We Collect Information

* Client Interviews, Tax Return Organizers, Financial Planning Organizers, and Financial History Questionnaire.

To properly prepare your income tax return or provide financial planning services, we receive information from you to complete your tax return or financial plan. This information is collected from you in written form, by phone, on line, by mail and in personal interviews and consultations conducted by us, as well as by information we collect from others with your authorization.

* Transaction Information

This is information about your transactions with us and includes information necessary for billing and payment for our income tax preparation and financial planning services, as well as all correspondence between you and us. Transaction information would also include your payment history with us, billing records and any collection effort engaged in by us for payment of services rendered to you.

Parties To Whom We Disclose Information

We do not disclose any nonpublic personal information about our clients or former clients to nonaffiliated third parties except as permitted by law, the Code of Professional Conduct of the New York State Society of Certified Public Accountants and Ethics Rulings of the American Institute of Certified Public Accountants (AICPA). Nonpublic Personal Information about you and our former clients may be disclosed to nonaffiliated third parties as permitted by law, our Code or Professional Conduct, and Ethics Rulings of the AICPA, as follows:

1. Complying with a validly issued and enforceable subpoena or summons,
2. In the course of a review of our firm’s practices under the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accounts (NYSSCPA) or New York Board for Public Accountancy authorization.
3. Initiating a complaint or responding to an inquiry made by the Professional Ethics Committee of the NYSSCPA, the ethics division or trial board of AICPA or duly constituted investigative or disciplinary body of another State CPA Society or Board of Accountancy or other Governmental Regulatory Bodies.
4. A review of a professional practice in conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentially agreement) so the prospective purchaser does not disclose information obtained in the course of the review.
5. Participating in actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit, and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
6. Providing information to nonaffiliated third parties who perform services or functions for use pursuant to a contractual agreement which prohibits the third party from disclosing or using the information other than for the purposes for which the information was disclosed, for example, using an outside service bureau to process client’s tax returns, or, using a records-retention agency to store client’s records.

General Restrictions on Disclosure of Nonpublic Personal Information to Nonaffiliated Third Parties

As tax preparers, we are prohibited by Internal Revenue Code Section 7216 from disclosing your income tax return information without your consent, other than for the specific purpose of preparing, assisting in preparing or obtaining and providing services in connection with the preparation of an income tax return for you. Furthermore, as a member of the New York State Society of Certified Public Accountants engaged in income tax preparation or financial planning, we are generally prohibited from disclosing confidential client information about you to non- affiliated third parties without your specific consent. (See exceptions under heading "Parties to Whom We Disclose Information").

Confidentially and Security of Nonpublic Personal Information

We restrict access to Nonpublic Personal Information about you to those employees and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by our employee code of conduct, applicable law, our Code of Professional Conduct and nondisclosure agreements, where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your Nonpublic Personal Information.

Back to Top