Privacy Statement
 CPAs, like all providers of personal and business financial services, are now
required by law to inform their clients of their policies regarding privacy of
client information. CPAs have been and continue to be bound by professional standards
of confidentiality that are even more stringent than those required by law. Therefore,
we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect:
We collect nonpublic personal information about you that is provided
to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information:
For current and former clients, we do not disclose any nonpublic
personal information obtained in the course of our practice
except as required or permitted by law. Permitted disclosures
include, for instance, providing information to our employees,
and in rare limited situations to unrelated third parties who
need to know that information to assist us in providing services
to you. In all such situations, we stress the confidential
nature of information being shared.
Protecting the Confidentiality & Security of Current
and Former Clients’ Information:
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.
Please contact us with any questions, because your privacy,
our professional ethics, and the ability to provide you with
quality financial services are very important to us.
Matthew G. Jelnicky CPA, P.A.
Certified Financial Planner™
Tax and Investment Planning for Charlotte Professionals
5970 Fairview Road,
Suite 124
Charlotte, North
Carolina 28210
(704) 552-8488 • Fax: (704) 943-0624
E-mail: matt@mgjcpa.com
Licenses/Designations:
North Carolina License: 23257
New York License: 059497
Certified Financial Planner™
QuickBooks® Advisors
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