Privacy Policy

Privacy Notice

The Law Office of James Kaklamanos is committed to protecting the privacy of our clients' personal and financial information. This notice explains our policies regarding the collection, use, and protection of your information.

Legal Basis

Our firm complies with the Gramm-Leach-Bliley Act and Federal Trade Commission regulations regarding the protection of consumer financial information, particularly for clients receiving tax preparation, real estate settlement, and financial advisory services.

Information We Collect

We collect non-public personal information provided to us by our clients and, with our clients' authorization, from third parties such as accountants, financial advisors, insurance agents, real estate agents, banking institutions, and other advisors.

Disclosure Policy

We do not disclose any non-public personal information about our clients to anyone outside our law firm except as agreed to by our clients or as permitted by law.

Professional Standards

We recognize that the attorney-client privilege and professional ethics standards often exceed federal privacy requirements. We will continue to adhere to the more stringent professional standards in protecting your information.

Record Retention & Security

Records are retained to assist clients and comply with legal requirements. We maintain physical, electronic, and procedural safeguards to protect your non-public personal information from unauthorized access.

Policy Updates

We reserve the right to amend this privacy notice and will inform clients of changes as required by law. If you have questions about this policy, please contact our office.