Privacy Policy
Our Privacy Policy
The law prevents us from discussing your personal and business information with others without your permission. If you would like us to talk or fax your information to other individuals and/or organizations we require your written authorization prior to doing so.
We value your trust and confidence and we want to assure you that your personal information is kept completely confidential. We adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.
This Privacy Policy is to help you understand what information we collect about you, the limited times we may share it with others, and what measures we take to protect your privacy.
What Personal Information Do We Collect?
In order to meet your needs in the course of tax return preparation, tax and financial planning, and tax compliance engagements for you, we collect various types of personal information about you from the following sources: Information we receive from you in person, by phone, mail or email, on tax preparation worksheets, and on other documents or forms we use in preparing your tax return or providing other services to you. Such information includes, for instance, your name, address, social security number, income, investment and other assets, and other tax and financial information about you.
Information we receive from others about your transactions or relationships with them. Such information includes, for instance, investment, loan or banking activity, balances or account numbers, legal agreements and documents, and other information we gather in the course of providing services to you.
Is Personal Information Shared with Others?
We do not disclose any personal information about you with anyone without your express consent, except as permitted by law.
The law permits or requires disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, or as part of actual or threatened legal proceedings or alternate dispute resolution. We may share any information we collect to non-affiliated companies which perform support services on our behalf (such as tax or data processing, transmission of electronic returns or data, records retention).
How Do We Protect the Confidentiality and Security of Your Personal Information?
Keeping your information confidential and secure is the utmost importance to us. We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. Our employees are bound by internal confidentiality policies.
Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.
Our Pledge to You
Our professional ethical obligations and responsibilities have always demanded no less than the highest regard and duties for the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it only as necessary, and perform our engagements so as to always maintain your trust and confidence in us.
Thank you for allowing us to be of service, we truly value our relationship with you. Please contact us anytime you have any questions or concerns.
The law prevents us from discussing your personal and business information with others without your permission. If you would like us to talk or fax your information to other individuals and/or organizations we require your written authorization prior to doing so.
We value your trust and confidence and we want to assure you that your personal information is kept completely confidential. We adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.
This Privacy Policy is to help you understand what information we collect about you, the limited times we may share it with others, and what measures we take to protect your privacy.
What Personal Information Do We Collect?
In order to meet your needs in the course of tax return preparation, tax and financial planning, and tax compliance engagements for you, we collect various types of personal information about you from the following sources: Information we receive from you in person, by phone, mail or email, on tax preparation worksheets, and on other documents or forms we use in preparing your tax return or providing other services to you. Such information includes, for instance, your name, address, social security number, income, investment and other assets, and other tax and financial information about you.
Information we receive from others about your transactions or relationships with them. Such information includes, for instance, investment, loan or banking activity, balances or account numbers, legal agreements and documents, and other information we gather in the course of providing services to you.
Is Personal Information Shared with Others?
We do not disclose any personal information about you with anyone without your express consent, except as permitted by law.
The law permits or requires disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, or as part of actual or threatened legal proceedings or alternate dispute resolution. We may share any information we collect to non-affiliated companies which perform support services on our behalf (such as tax or data processing, transmission of electronic returns or data, records retention).
How Do We Protect the Confidentiality and Security of Your Personal Information?
Keeping your information confidential and secure is the utmost importance to us. We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. Our employees are bound by internal confidentiality policies.
Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.
Our Pledge to You
Our professional ethical obligations and responsibilities have always demanded no less than the highest regard and duties for the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it only as necessary, and perform our engagements so as to always maintain your trust and confidence in us.
Thank you for allowing us to be of service, we truly value our relationship with you. Please contact us anytime you have any questions or concerns.