Privacy

Privacy Policy

To Our Clients:

We know that your privacy is important to you. Therefore, in accordance with the final rules published by the Federal Trade Commission the following disclosures are made:

In the process of preparing income, gift and estate tax returns, our firm collects from you, or with your authorization, certain essential information which is nonpublic and personal, such as information concerning your income, expenses, assets, liabilities, and other similar information.

Our firm follows industry standards for protecting the confidentiality and security of the nonpublic personal information it collects. Such standards include restricting access to such nonpublic personal information to those employees who need to know that information to provide services to you, and maintaining physical, electronic, and procedural safeguards over the information.

Our firm does not disclose any nonpublic personal information about you to any third party, except as permitted or required by law. The Internal Revenue Code, the AICPA Code of Professional Conduct and state ethics statutes and regulations prohibit a CPA from disclosing any nonpublic personal information obtained in the preparation of income, gift and estate tax returns without permission from the person or persons involved. Our firm complies with these prohibitions.

If at some point you are no longer a client of our firm, the firm will continue to adhere to the privacy policies and practices described above and apply them to your nonpublic personal information in its possession.

Thank you for allowing us to be of service to you.