Privacy Policy and Disclaimer

Privacy Policy and Disclaimer

CPA's like all providers of personal financial services are now required by law to inform their clients of their policies regarding privacy of client information.

CPA's 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.

We collect nonpublic personal information that is provided by you or obtained by us with your authorization.

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 those members of our firm who need to know that information to provide services to you: and, in limited situations, to unrelated third parties who need to know that information to assist us in providing those services to you. We always get your permission before we give information to third parties. In such situations, we stress the confidential nature of the information being shared.

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. 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 essential to us.

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No visitor to this website should act on the basis of any content included herein without seeking the appropriate advice from a certified public accountant.