Privacy Policy

To Our Clients

Your privacy is important to us and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. The law requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you, which we are more than happy to do. We hope that by taking a few minutes to read it you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.

Types of Information We Collect

We collect certain personal information about you, but only when that information is provided by you or is obtained by us with your authorization. We use that information, at your request, to prepare your personal income tax returns and various tax and financial planning services. Examples of sources from which we collect information include:

  • Interviews and phone calls with you
  • Letters or emails from you
  • Data entry fields on our website
  • Tax return or financial planning organizers
  • Financial history questionnaires

Parties to Whom We Disclose Information

As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain non-public information about you may be disclosed in the following situations:

  • To comply with a validly issued enforceable subpoena or summons.
  • In the course of a review of our firm’s practices under the authorization of a state of national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board of organization.
  • In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
  • As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
  • To provide information to affiliates of the firm and non-affiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.

Confidentiality and Security of Non-Public Personal Information

Except as otherwise described in this notice, we restrict access to non-public personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements, where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

Contacting Us

Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protection your privacy. We hope you view our firm as your most trusted adviser and we will work to continue to earn your trust. Please contact us if you have any questions or if we can be of further service.