Privacy Policy

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We collect non-public personal information about you from the following sources:

     • Information we receive from you on Tax Organizers, tax worksheets, lists, records and other documents we use in preparing your income tax return, financial statements, or other forms

   • Information about your transactions with us or others

   • Information we receive from prior accountants and/or tax preparers

Our policy is not to release your non-public personal information to third parties, such as financial planners, banks, attorneys, without your knowledge and consent.

We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.

If you decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice, but will retain your personal information in our files.

Your confidence in us is important and we want you to know that your personal and account information is safe. If you have any questions or concerns, please contact us.


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