Certified Public Accountants, 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 that those required by law. Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic information about you that is provided to us by you from your tax organizer, worksheets, documents, and discussions or obtained by us with your authorization.

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course of our practice unless we have your approval or 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 such information to assist us in providing services to you. In all such situations, we stress the confidential nature of the 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 services are very important to us.

As you browse through our website, you can become familiar with our firm, partners, and staff. We have also included useful resources such as informative articles (in our Newsletters section), interactive financial calculators (in our Financial Tools section), and various Engagement Letters for partnerships, corporations, and individuals (in our Documents section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).

Please feel free to contact us with any questions.