CPAs, like all providers of personal financial services, are required by law to inform
their clients of their policies regarding privacy of client information. CPAs have been
and continue to be bound by professional standards of confidentiality that are even more
stringent than those required by law. Therefore, we have always protected your right to
TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that is provided to us by you or
obtained by us with your authorization. This information may be of a personal or family
nature (such as the name, address, telephone number, FAX number, email address, social
security number and birthdate of you and your family members) or of a financial nature
(such as your assets, liabilities, income or expenses).
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. Permitted
disclosures include, for instance, providing information to our employees, and in limited
situations, to unrelated third parties who need to know that information to assist us in
providing services to you. In all such situations, we stress the confidential nature of
information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS' INFORMATION
We retain records relating to professional services that we provide so that we are
better able to assist you with your professional needs and, in some cases, to comply
with professional guidelines. In order to guard your nonpublic personal information,
we maintain physical, electronic, and procedural safeguards that comply with our
Please call if you have any questions, because your privacy, our professional ethics, and
the ability to provide you with quality financial services are very important to us.
This site is provided for the purpose of introducing the services provided by our firm. We believe
the practices we follow to respect the privacy of all visitors to this site. We utilize fair information
practices designed to protect your privacy. We welcome visitors to our site and we want you to be
informed about our privacy practices.
Our firm is committed to personal privacy and has adopted a set of information management
guidelines disclosing the information gathering policies for this website. We are responsible only
for this site. We are not responsible for the content or privacy policies of any sites linked here.
The primary tenets of our policy are as follows:
Cookies: We do not employ cookies in connection with this site.
Registration: We do not require registration for access to this site.
Credit Card Information: We do not collect credit card information.
E-mail Addresses: Whenever you submit an inquiry through a form available on this site, we
will retain your address. However, it is not revealed to any third-party for any reason without your
If you would like to opt out of any e-mail contact we may have established with you or have us
delete any personal information we may have obtained as a result of a prior visit to this site,
please contact us.