Accountants, 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.
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
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.
We strongly urge you to read the
Terms and Conditions
before using this website, as well as our