Privacy Policy

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Confidential and Secure

We adhere to strict professional standards of confidentiality and will always protect your right to privacy.


Types of Non-public Personal Information We Collect  We collect nonpublic personal information about you that is provided to us:

· by you during interviews or on intake/update forms, tax preparation worksheets and other documents;

· obtained by us with your authorization;

· or, from your transactions with us or others.


Parties to Whom We Disclose Information 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 or  you authorize us in writing to do. 


Protecting the Confidentiality and Security of Current and Former Client Information We retain records relating to professional services that we provide so that we are better able to serve you and to comply with professional standards and requirements. 


We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. 


If you decide to become an inactive client, we will continue to adhere to the privacy policies and practices as described in this notice. 


Your confidence in us is important and we want you to know that your personal and account information is safe. If you have any questions or concerns, please contact us.