Fouts Financial Group Client Privacy Policy
Effective January 1, 2019.  Subject to change without notice.
Mary welcomes your call or email to discuss your concerns.  Thanks for stopping by!
  

Mary Rae Fouts, EA recognizes the importance of safeguarding the privacy of client non-public information, and maintains the following privacy policy.

 
  
  • When providing Tax Services, Insurance Consulting Services, and Expert Witness Services as a Consulting Expert Witness, Mary does not share client non-public information with third parties, except as required to carry out the professional service for which she has been retained, or as required by law pursuant to a matter in which the client is a party.

  • When providing Expert Witness Services as a Designated (testifying) Expert Witness, the identify of prior clients and the corresponding litigation, divorce, or arbitration matter in which Mary provided Designated Expert Witness Services may be made public, if required during Mary's deposition or other testimony.

  • Mary does not rent or sell client non-public information.

  • The Fouts Financial Group website (https://FoutsFinancialGroup.com) and Mary's blog Thoughts from Mary Rae Fouts (https://MaryRaeFouts.blogspot.com) may use cookies to track visits to the sites.  Mary does not share site visitor information with any other party.

  • Mary receives client non-public information in the normal course of providing Tax Services, Insurance Consulting Services, and Expert Witness Services.  She maintains regulatory-compliant physical, electronic, and procedural safeguards to protect the privacy of such information.