Small Firm. Big Experience. Valued Relationships.
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Privacy Policy

Privacy Policy

Your privacy is important to us and we respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. By law, we must inform clients of our policies regarding privacy of client information, which we have summarized here.


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 in order to provide accounting, tax, and consulting services such as preparation of income tax returns and financial statements. Sources of information include interviews and phone calls with you, letters or e-mails from you, tax return organizers, and questionnaires related to audits, reviews, and compilations.


Parties to Whom We Disclose Information

We do not disclose personal information about our clients or former clients to anyone except as required or permitted by law and any applicable state Code of Professional Conduct. Examples of situations when certain nonpublic information about you may be disclosed include: in compliance with a validly issued and enforceable subpoena or summons; in the course of a review of our firm’s practices under the authorization of a state or national licensing board; in conjunction with a prospective purchase, sale, or merger of all or part of our practice; as a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us; to provide information to nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, for example, engaging a records-retention agency to store prior year records.


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. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements, where appropriate. 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 consulting needs. We value your business and are committed to protecting your privacy. We hope you view our firm 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.