Privacy

Policy

Tax specialists, 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:
In connection with providing services to you, 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 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.

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. We maintain physical, electronic, and procedural safeguards that comply with our

professional standards to guard your personal information. In doing so, we restrict access to

your personal information to those employees who need to know that information to provide

services or products to you. Additionally, our employees are bound by internal confidentiality

policies and are subject to disciplinary action for any policy violations.

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.