Our Privacy Policy
Accountants, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Though this requirement is new, our commitment to your privacy is not. We have always kept and will continue to keep your non-public information confidential. Accountants have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
We do not disclose any non-public personal information about our clients or former clients to anyone, except as instructed to do so by such clients. We restrict access to non-public personal information to those professionals necessary to tax preparation and financial planning.
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 personal needs and, in some cases, to comply with professional guidelines. In order to guard your non-public personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
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.