Privacy Policy

Collected Personal Data

Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding the privacy of client information. Our firm adheres to professional standards of confidentiality that are even more stringent than those required by law. The only nonpublic personal information we collect is information that you provide to us or information that we obtained with your authorization.

We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures might include providing information to our employees or, in limited situations, to unrelated third parties that need the information to assist us in serving you. In all situations, we stress the confidential nature of the information being shared.