Privacy Policy

Your Privacy is Important to Us

We highly value your trust and confidence in us and want to assure you that your personal information is kept completely confidential by us. As a Certified Public Accounting practice, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of information for both individual and business clients.

This Privacy Policy summarizes what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.


In order to meet your needs in the course of tax preparation, tax and financial planning, and tax compliance engagements, we collect various types of personal information about you from the following sources:

Information that we receive from you when we meet with you in person or over the telephone, when you send us information by mail or email, on tax preparation worksheets or other documents used in preparing your tax returns or in providing other services to you. Such information may include, for instance, your name, address, birth date, social security number, income and investment sources and amounts, and other tax and financial attributes about you.

Information about your transactions with us, our affiliates, or others. Such information may include, for instance, investment allocations and performance, investment objectives, parties to transactions, account balances, and payment history.

Information we receive from you, or send to you, at your request if you contact us online. We will retain the information you provide us to deliver email messages to you. We may retain the content of your email messages, your email address, and our subsequent response to you.


The use and disclosure of Client Information is controlled by Section 7216 of the Internal Revenue Code (IRC), the Gramm Leach Bliley Act of 1999, certain other laws, and our policies.

Section 7216 of the IRC requires us to have your consent before we disclose confidential information obtained during the preparation of your tax return to affiliates or third parties, except the Internal Revenue Service (IRS), law enforcement officials, or for certain disclosure for other lawful purposes (including disclosures to our service providers who assist us with tax return preparation. The Gramm Leach Bliley Act of 1999 requires us to give you the option to prohibit disclosure of your nonpublic personal information to non-affiliated third parties for marketing purposes. Our policy is to not disclose client information to non-affiliated third parties, so it is not necessary for us to provide you the opportunity to opt out of having your information disclosed in this manner. We may, with your prior approval, disclose client information to consultants we work with to offer you investment advisory or financial planning services.


Keeping your information confidential and secure is of utmost importance to us. We maintain physical, electronic, and procedural safeguards 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 to you and to the aforementioned support service companies. Those companies are, in turn, legally and contractually bound to maintain the privacy of any information shared with them. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations. Should your status become inactive or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.


Our professional ethical obligations and responsibilities demand the highest regard and duty toward the confidentiality of your personal information and security of your privacy. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such a manner as to always maintain your trust and confidence. Please call us if you have any questions.