Privacy Policy

Like all providers of personal financial services, we are required by law to inform our clients of our policies regarding privacy of client information.

Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is either provided by you or obtained by us with your authorization to prepare your income tax returns and provide financial services to you.

Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information about our clients or former clients to any third parties except as required or permitted by law. Permitted disclosures include, for example, 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 the 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.

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Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.