Privacy Policy

Our Privacy Policy                                                                                 

At Helms & Swift CPAs, we are committed to your privacy and retaining your trust. Due to the nature of our business, we will need to have access to your business or personal financial information.

Because of this, we WILL:

  • Respect your right to keep your personal information confidential and to avoid unwanted solicitations, and
  • Collect nonpublic personal information about you that is provided by you, or obtained by us with your authorization, in connection with providing tax and financial services to you.

However, we WILL NOT:

  • Disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures, with your written approval, include providing information to assist us in providing services to you, for example, when you are in the process of obtaining a bank loan or mortgage. In all situations, we stress the confidential nature of information being shared.

Record Retention

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Using this Website

At Helms & Swift CPAs, we respect your concerns about privacy. This privacy policy was developed so you may visit and use our site without being concerned about how this information is being used.

 Please call us at (541) 500-1544 if you have any questions, because your privacy, your trust and our ability to provide you with quality tax, accounting and business consulting services are very important to us.