SS Capital Management Services believes that maintaining the confidentiality of our client’s personal and business information is one of our most important concerns. We promise that we will protect your confidential information in ways that always meet or exceed Federal and State laws.

Our Office is responsive. Individual who choose our Office rely on competent advice and fast, accurate personnel. Through hard work, we have earned the respect of the business and Tax communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Information That We Collect

During the normal course of business, SS Capital Management Services will collect non-public personal and business information about you from the following sources:

  • Information we receive from you on engagement documents or other forms;
  • Information about your transactions with us;
  • Information from other sources that you provide to us; and
  • Information we receive from third parties on your behalf.

Non-public personal information is information about you that we may obtain in connection with providing a financial service or product to you. This type of information includes tax and other financial business and / or personal information.

Information That We Disclose

SS Capital Management Services understands that you expect your personal information to be handled with great care. We do not disclose any non-public information about our clients or former clients to anyone, except as necessary to provide the service for which you have retained us, or as otherwise permitted by law.

Confidentiality & Security

Access to non-public personal information about you is restricted to our employees and contractors who need to know that information to provide financial services and products which you have requested of us to you. SS Capital Management Services maintains electronic and procedural safeguards that comply with federal standards to guard your non-public personal information.