Privacy Policy

CPAs, like all providers of personal financial services, are required by law to inform you of our policies regarding privacy of your information. We have been, and continue to be, bound by professional standards of confidentiality that are more stringent than those required by law. We have, therefore, 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 disclosures include, for instance, providing information to our staff and, in limited situations, to unrelated third parties who need to know certain information necessary in assisting 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 you so that we are better able to assist you and, in some cases, comply with professional or legal guidelines. In order to guard your 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.