In the course of providing our clients with income tax, estate tax, gift tax, residential real estate, and other advice, we receive significant personal financial information. We do not disclose any non-public personal information about our clients or former clients to anyone, except as agreed to by the client or permitted or required by law.
We collect non-public personal information about clients from the following sources:
- Information we receive from clients on applications and other forms;
- Information about clients' transactions with us, our affiliates or others; and
- Information we receive from a consumer-reporting agency.
We retain records relating to professional services that we provide so that we are better able to assist clients with their professional needs and, in some cases, to comply with professional guidelines. However, we restrict access to clients' personal and account information to those employees who need to know that information to provide products or services. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard clients' non-public personal information.
We do not collect any information through the use of this website. See the website Legal Notice for more information on the use policy for this website.
We pride ourselves in providing quality legal services. We respect and protect the privacy of those who engage us to perform such services. Please contact us if you have any questions, because your privacy, our professional ethics, and providing you with high quality legal services are important to our firm.
Bell, Davis & Pitt, P.A.
P.O. Box 21029
Winston-Salem, NC 27120-1029