Privacy Policy

Your Privacy is Important to Us

We highly value your trust and confidence and want to assure you that your personal information is kept completely confidential. As a Certified Public Accounting firm, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of your personal information. While this policy is specifically directed to individuals who inquire about or to whom we provide services for, we adhere to similar confidentiality standards for our business clients under strict ethical responsibilities mandated by our membership in the American Institute of Certified Public Accountants.

This Privacy Policy summarizes what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.  We will never sell your personal information.  All information is kept confidential and is only used internally by firm personnel.  In addition, we are required to comply with federal and state privacy regulations.

Types of Personal Information we Collect

In order to meet your needs in the course of tax preparation, tax and financial planning, and tax compliance engagements, we collect various types of personal information about you.  Such information may include, for instance, your name, address, birth date, social security number, income and investment sources and amounts, and other tax and financial attributes about you.

Information about your transactions with us, our affiliates, or others. Such information may include, for instance, investment allocations and performance, investment objectives, parties to transactions, account balances, and payment history.

Information we receive from you, or send to you, at your request if you contact us online. We will retain the information you provide us to deliver email messages to you. We may retain the content of your email messages, your email address, and our subsequent response to you.

Parties to Whom we Disclose Information

We may share personal information with our affiliates to assist in our contact with you and to aid in providing tax and financial planning solutions and opportunities to you. We do not share personal information with unaffiliated third parties without your express consent, except as permitted by law and as described below.

We may be required to share your information with law enforcement or government agencies in response to subpoenas, court orders or other forms of legal process. We may elect to share information when, in our reasonable judgment, such sharing is necessary or appropriate for the investigation or prevention of illegal activities, including actual or suspected fraud, real or potential threats to the physical safety of any person or otherwise as required by law.

We may also share any, or all, of the information we collect, as described above (except for consumer reporting agency information) with nonaffiliated third parties that perform other support and marketing services on our behalf, such as outside data processing, tax preparation, market research, and mailings.  Periodically, we may contact you to share relevant information and to keep you informed of services that may be of interest to you.  For your protection, our agreements with these entities require that they also keep your personal information in the strictest of confidence, just as we do.

Protecting the Confidentiality and Security of Your Personal Information

Keeping your information confidential and secure is of utmost importance to us. We maintain physical, electronic, and procedural safeguards to guard your personal information. In doing so, we restrict access to your personal information to those employees who need to know that information to provide services to you and to the aforementioned support service companies. Those companies are, in turn, legally and contractually bound to maintain the privacy of any information shared with them. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations. Should your status become inactive or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.

In addition, if we are merged with, or acquired by, another company the successor company will have access to all of the information collected and maintained by us. In such a circumstance, the successor company would continue to be bound by the terms and conditions of this Privacy Policy.

Our Pledge to You

Our professional ethical obligations and responsibilities demand the highest regard and duty toward the confidentiality of your personal information and security of your privacy. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such manner as to always maintain your trust and confidence. Please call our office or your client service contact if you have any questions.

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