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 privacy.
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 professional standards.
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.
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 express authorization.
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.