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Types of information we will collect from you to fulfill our agreement to provide you with the best tax, accounting
and consulting services.
- Nonpublic Personal Information that you provide to us or that you authorize us to obtain on your behalf.
Parties to Whom We Disclose Information
- We do not disclose any information obtained in the course of our practice except as authorized by you, in written form,
or as required by law. In any case where you authorize the release or a legal request is made for data, we strongly
stress to the third party the need for confidentiality in handling the information. We also insist upon the proper legal
documentation to obtain any information. In short, we rarely disclose information to anyone but you.
Protecting the Confidentiality and Security of Current and Formal Client Information
- We retain all records so that we are better able to assist you with your professional needs in the future and to comply
with professional guidelines. Your records are guarded and protected with physical, electronic and procedural safeguards
that comply with our professional standards and our own personal higher standards of security.
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