Tax professionals, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Our firm has been and continues to be bound by professional standards of confidentiality that are even more stringent than those required by law. We will 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 such as use of Google Analytics on this site.
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 situations, we stress the confidential nature of information being shared. We will not rent, trade or sell any of your personal information to another party.
Protecting the Confidentiality and Security of Client 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.
The information contained on this website is not, nor is it intended to be, financial advice. Please do not send any confidential information to us until an tax professional-client relationship has been established. Please do not hesitate to call us if you have any questions.
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