Privacy Policy

Our Privacy Policy, Compliance with the Gramm-Leach-Bliley Act, Public Law106-102 (FTC 16 CFR Part 313)

We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization. This information may come from various sources, including personal interviews, tax organizers, worksheets, and other documents necessary to provide professional services to you.

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted or required by law, or when necessary to process transactions requested by a customer.

We restrict access to nonpublic personal information about you to members of our firm who need to know that information in order to provide you with professional services. We retain records related to the professional services we provide you in accordance with accounting and government standards.

We employ physical, electronic, and procedural security safeguards to protect your nonpublic personal information.

Your confidence and trust are important to us. If you have any questions or concerns regarding the privacy of your nonpublic personal information, please contact us.