Financial Services Privacy Statement

CPAs, like all providers of personal 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 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 and 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.

Website Privacy Statement

Information Collection and Use

Miller, Helms & Folk, PA is the sole owner of the information collected on this site. We will not sell, share, or rent this information to others in ways different from what is disclosed in this statement. Information may collected from our users at several different points on this website.


We may request information from the user on a form such as a Contact Us form. Here a user typically provides contact information, such as name, address, email address and telephone number. This information is used to respond to visitor queries. We send Email only in response to queries from a visitor. We do not send unsolicited email. We do not share this information with anyone.

No Tracking

We do not track where you go or what you do on the Internet. We do not collect — and therefore don’t sell — behavioral profiles on individual users and we don’t know (or care) where you go or what you do on the Internet. We use IP addresses to analyze trends, administer the site, track user’s movement, and gather broad demographic information for aggregate use. IP addresses are not linked to personally identifiable information.


A cookie is a piece of data stored on the user’s hard drive containing information about the user. We do not use cookies on our website.


This web site may contain links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every web site that collects personally identifiable information. This privacy statement applies solely to information collected by this Web site. We do not provide links to sites that publish, use, sell, promote pornographic information or products.


This website takes every precaution to protect our users’ information. We do not collect personal information about or from our visitors.

Notification of Changes

If we decide to change our privacy policy, we will post those changes on our privacy statement so our users are always aware of what information we collect, how we use it, and under circumstances, if any, we disclose it. If at any point we decide to use personally identifiable information in a manner different from that stated at the time it was collected, we will notify users by way of an email. Users will have a choice as to whether or not we use their information in this different manner. We will use information in accordance with the privacy policy under which the information was collected.

No Spam

You will never receive marketing emails as a result visiting our website or requesting information from any of our on-line forms.

No Pop-Up Ads

We do not use annoying pop-up or pop-under ads.