OUR PRIVACY STATEMENT
Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding privacy of client information. We continue to adhere to professional standards of confidentiality that are even more stringent than those required by law. We have and will always protect the security and privacy of your personal and business financial information.
TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
The only nonpublic personal information we collect is provided to us by you or obtained with your authorization.
PARTIES TO WHOM WE DISCLOSE INFORMATION
We do not disclose any nonpublic personal information obtained in the course of our practice except in the following circumstances:
- When required or permitted by law; or
- When you have specifically authorized us to do so in writing; or
- When required to execute transactions or to provide other services you have requested
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CLIENT'S INFORMATION
We retain records relating to our professional services to better serve your professional needs and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.