Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep personal information confidential and understand your desire to avoid unwanted solicitations. CPAs, like all providers of personal financial services, are now 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.

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. For instance, we collect certain biographical information needed to prepare tax returns and financial plans.

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. We do not, under any circumstances, outsource tax preparation services to a third party.

We retain current and former client records relating to our services for a period of time after the date that services are provided. Our records retention policy is necessary to allow us to comply with our professional guidelines. Additionally, we have found this practice enables us to better serve your future professional needs. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.