A Brief History
Fernandes & Charest, P.C. (corporation) is a small local firm and was established on January 1, 1991 upon the merger of the practices of Bruce E. Fernandes, CPA and Terrance A. Charest, CPA. Bruce has a Bachelor's Degree in Accounting from the University of Massachusetts (Dartmouth), a Masters Degree in Taxation from Bryant College and has been in the practice of public accounting since 1981. Terrance A. Charest, CPA, a founding partner, retired from the firm on December 31, 2014.
To provide the finest auditing, accounting, tax and management advisory services.
To offer service in small and medium sized communities, in the southeastern New England area, as well as in its large cities.
To be associated with today's finest growing companies, and to help each client reach their maximum potential.
To contribute to our community and the profession to which we belong.
Finally, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.
IMPORTANT INFORMATION ABOUT YOUR PRIVACY
Notice of Your Financial Privacy Rights
At Fernandes & Charest, P.C., our objective is to professionally serve your needs. We recognize that in providing these services, we have an obligation to safeguard the personal information you entrust to us as well as other information we may collect as part of our business relationship.
This notice describes the privacy practices and standards we adopted to protect and ensure the confidentiality of your non-public personal information.
CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent that those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic information about you that is provided to us by you or obtained by us with your authorization.
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, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
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.
These privacy practices and standards have been put in place to protect your personal information. If you have any questions, please feel free to contact us, because your privacy, our professional ethics and the ability to provide you with quality financial services are very important to us.