Privacy Policy

We are required by law to inform our clients of our policies regarding privacy of client information. LIV Consulting LLC is bound by professional standards of confidentiality and we have always protected and will continue to protect your right to privacy.  We highly value your trust and confidence in us and want to assure you that your personal information is kept completely confidential by us. As a Certified Public Accounting firm, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of your information.

This Privacy Policy summarizes what information we collect about you, the limited times when we may share it with others, and how we protect your 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.

This can be through discussions in person or over the telephone, when you send us information by mail or email, on financial worksheets or other documents used in providing services to you. Such information may include, for instance, your name, address, birth date, income and investment sources and amounts, and other tax and financial attributes about you.

Information about your transactions with us, our affiliates, or others.

Information we receive from you, or send to you, at your request if you contact us online. We will retain the information you provide us to deliver email messages to you. We may retain the content of your email messages, your email address, and our subsequent response to you.

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. All employees are bound by a non-disclosure agreement with LIV Consulting. In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality of our Clients

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.

We must safeguard all personal and confidential information about our clients. We have an obligation to protect all personal and confidential information from misuse by third parties, not to disclose it to any unauthorized person, and not to use it or permit it to be used for an unauthorized purpose.

Our Pledge to You

Our professional ethical obligations and responsibilities demand the highest regard and duty toward the confidentiality of your personal information and security of your privacy. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such manner as to always maintain your trust and confidence.