Petkovsek & Moran

We’ve been helping business owners and families with a "personal one-on-one" approach since 1984. Discover how our combined knowledge and experience will work for you to improve your finances and tax position.

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Petkovsek & Moran's Privacy Policy

Petkovsek & Moran, LLP (“we” “our”) is committed to protecting the confidentiality, privacy and security of your personal information. We recognize that your information is valuable and we take all reasonable measures to protect your information while it is in our care. This Privacy Statement applies to our website (the “Website”) and governs data collection and usage. By accessing this Website, you acknowledge, fully understand, and consent to the data collection and use practices described herein. We hope that by taking a few moments to read this Statement, you will have a better understanding of how we strive to protect the information you entrust to us.

Please be aware that this Website may contain links to other websites, which are not governed by this Privacy Statement. Petkovsek & Moran, LLP is not responsible for the privacy statements or content on other websites.

Data Collection and Use

As a visitor to the Petkovsek & Moran, LLP Website, you are not required to submit any personally identifiable information in order to use the Website. We may collect personally identifiable information that is voluntarily provided by visitors to our Website, such as your name, address, email address, telephone numbers, and any other information provided by visitors in email messages or attachments thereto.

We will not seek to collect, use or disclose any sensitive personal information (e.g. data related to race, religion, physical or mental health, sexual orientation or political affiliations), without your explicit consent. We do not sell, rent or lease our customer list to third parties.

It is our policy that the information obtained from the Website is to be used for internal business purposes of Petkovsek & Moran, LLP.

Regulations of Internal Revenue Code §7216, prohibits us from using any information that we obtain from you in connection with the preparation of your tax returns, for any purpose other than to prepare your tax returns, without your consent.

Disclosure of Information

As a general rule, we do not disclose personal information about our clients or former clients to anyone except as necessary to respond to an inquiry or provide requested services. However, to the extent permitted by law, certain information about you may be disclosed:

  1. when explicitly requested by you;
  2. to conform to the edicts of the law or comply with legal process through subpoena, search warrant, discovery request, or summons or other legal process;
  3. to nonaffiliated third parties who assist us in providing services to you, such as Intuit, the vendor providing us with our tax compliance and accounting software; and
  4. in the good faith belief that such action is necessary to protect and defend the rights or property of Petkovsek & Moran, LLP, our employees, partners and guests.

Confidentiality and Security

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services requested by you. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

Changes to Privacy Statement

We reserve the right to update and/or modify this Privacy Statement at any time and for any reason. We encourage you to periodically review this Statement to be informed of how we are protecting your information.

Contact Information

We value our clients’ business and are committed to protecting their privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust. Please contact us if you have questions or if we can be of service to you.

Managing Partner
Petkovsek & Moran, LLP
4001 Nakoosa Trail, Suite 200
Madison, WI 53714-1355

Phone: 608-221-3268