Privacy Notice
As tax preparers, we have always protected your right to privacy. Like all
providers of personal financial services, we are now required by law to inform our
clients of our policies regarding privacy of client information.
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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.
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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.
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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. 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.