At Anthony & Dodge, PC, privacy is important to us.  While information is the cornerstone of our ability to offer excellent service, Anthony & Dodge, PC recognizes our most important asset is our customers’ trust and confidence.  The Gramm-Leach-Bliley Act of 1999 sets forth rules concerning the disclosure of client personal financial information to nonaffiliated third parties.  This notice provides our firm’s privacy policies and practices with respect to the disclosure of nonpublic information.

Information we may collect.

In providing our financial services, we collect various types of personal information from the following sources:

  • Information received directly from the client, by telephone, mail, or e-mail, through our website, on tax preparation worksheets, and on other documents or forms we use in preparing tax returns or providing other services. 
  • Information we receive from others about transactions or relationships with them.
  • Information we receive from when web browsers interact with our website.

Information we may disclose and to whom we may disclose it.

We may share personal information with the nonaffiliated third parties as described below, but only with express consent from our client.

  • Financial service providers, such as securities broker-dealers, bankers and insurance agents
  • Government agencies, such as federal and state taxing authorities

We will not share personal information, without your express consent, except as permitted by law and as described below. 

  • Nonaffiliated companies that perform support services on our behalf (such as transmission of electronic tax returns or data).
  • Under Massachusetts law, if you provide us with information which you identify as confidential, we are not permitted to disclose that information without your consent, except in response to a court subpoena, as part of legal proceedings, to the Massachusetts Board of Public Accountancy, or in the course of professional standards compliance reviews of our firm.

We will continue to protect the confidentiality and security of personal information in accordance with this privacy policy after the termination of a client relationship.

This privacy policy applies to nonpublic personal information about individuals who obtain financial services primarily for personal, family or household purposes.

We reserve the right to change this privacy policy, and any of the policies described above, at any time.  The examples contained within this privacy policy are illustrations; they are not intended to be exclusive.

If you have any concerns about the disclosure of your personal information to third parties, please contact us by mail or telephone 978-468-7338.