Notice of Privacy Policy

CPA’s, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.  CPA’s 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.

The personal, non-public information we collect about you has been derived from the following sources:

• Applications, tax preparation worksheets and any other documents that you may have provided for use in preparing your tax return.
• Transactions with others or us.
• Information we receive from a consumer-reporting agency.

No personal information will ever be disclosed about you to anyone, except that which is already public or permitted by law.

Should you close your account with us, or become an inactive customer, we will continue to adhere to the policy regulations as written here.

The information you give us about your personal or business records is reserved only for our employees who need to know in order to service your account.

Procedural, physical and electronic safeguards will be maintained in compliance with Federal standards regarding non-public personal information.

We are committed to retaining your confidence, and want to assure you that any information you give us remains safe and confidential.