General
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 and understand your desire to avoid unwanted solicitations. A recent law change requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you – which we are more than happy to do. We hope that by taking a few minutes to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.
Types of Information We Collect
We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also provide various tax and financial planning services to you at your request.
Examples of sources from which we collect information include:
interviews and phone calls with you,
letters or e-mails from you,
tax return or financial planning organizers, and
financial history questionnaires.
Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
To comply with a validly issued and enforceable subpoena or summons.
To provide information to affiliates of the company and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed.
Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, 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. 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 planning needs. We value your business and are committed to protecting your privacy. We hope you view our company as your most trusted advisor and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.
Disclaimers and Limitations of Warranties
Disclaimers and Limitations of Warranties This site is provided as a research and reference tool. Although we make every reasonable effort to ensure that the information, tools, and data provided at this site are useful, accurate, and current, we cannot guarantee that it is error-free. This site and the information available through it do not, and are not intended to constitute legal advice. By using this site, you assume all responsibility for and risk arising from your use of and reliance upon the contents of the site. References and links to products and services belonging to third parties are provided for your convenience and do not represent our endorsement of such products or services. This site and its contents are provided "as is." We disclaim all warranties, express and implied, including the implied warranties of merchantability and of fitness for a particular purpose with respect to any information contained on, accessible through or derived by you from this site.