Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential.
Types of Information We Collect
We collect certain personal information that is provided by you or is obtained by us with your authorization. We use that information to prepare your income tax returns and provide various tax, accounting, and financial services to you at your request.
Examples of sources from which we collect information include:
- interviews and phone calls with you,
- letters, faxes, or e-mails from you,
- tax return or tax organizers, and
- financial history questionnaires.
Confidentiality and Security of Nonpublic Personal Information
We restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Thank you for allowing us to serve your accounting, tax, and financial needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust.
Please contact us if you have any questions or if we can be of further service.