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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. CPA's and other providers of personal financial services
(for example, banks, brokerage houses, and other financial
our clients. CPAs have been and continue to be bound by professional
standards of confidentiality that are even more stringent that those
required by law. Consequently, we have always protected your right to
Nonpublic Personal Information We Collect
collect nonpublic personal information about you –
but only when that information is
provided by you or is obtained by us with your authorization.
Whom We Disclose Information
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 our employees and, in limited situations, to unrelated
third parties who need to know that information to assist us in
providing services to you. In all such situations, we stress the
confidential nature of information being shared.
Confidentiality and Security of Nonpublic Personal 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.
contact us if you have any
questions, because your privacy, our professional ethics, and the
ability to provide you with quality financial services are very
important to us.