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 authorization. Such information includes your social security number, income, investment and other assets, and payment history.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information without express consent except as required or permitted by law. Permitted disclosures include, for example, providing information to our employees or in response to court subpoena. 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 certain 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.

Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. We will protect your personal information, use it appropriately, and accomplish your engagements with us in such a manner so as to always maintain your trust and confidence in us.