Privacy Policy

Your privacy is important to us. Our firm and staff are bound by professional standards of confidentiality and we protect your right to privacy.

In the course of providing our clients with tax, bookkeeping and other business services we collect nonpublic personal information about you from various sources, including: interviews regarding your tax situation; applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data; and tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law. We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.