Privacy Policy

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 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:
 

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 disclosure include, for instance, providing

information to our employees, and in limited situation, 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.

 

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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.