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.

We collect nonpublic personal information about you that is provided to us by you

or obtained by us with your authorization.

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.

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.