PRIVACY
Like all providers of personal financial
services, we are required by law to inform our clients of our policies
regarding privacy of client information. We collect nonpublic personal
information about you that is provided by you or obtained by us with
your authorization to prepare your income tax returns and provide
financial services to you.
We do not disclose any nonpublic
personal information about our clients or former clients to any third
parties except as permitted by law or required by the Code of Professional
Ethics and Ethics Rulings of the American Institute of CPAs. Permitted
disclosures include, for example, 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.
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.
Please
call 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.
