Broker Check

Privacy Policy

Certified Public Accountants, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. This communication is intended to comply with federal law (‘Gramm-Leach-Bliley Act of 1999’) regarding your right to privacy.

Your privacy is important to us.

We are committed to your privacy and retaining your trust. We respect your right to keep your personal information confidential and to avoid unwanted solicitations. We want you to understand what information we collect and how we use it.

Types of information we collect.

We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization, in connection with providing tax and financial services to you.

Parties to whom we disclose information.

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to assist us in providing services to you, such as obtaining a bank loan or mortgage. In all situations, we stress the confidential nature of the information being shared.

Confidentiality and security of nonpublic personal information.

We retain records relating to professional services that we provide so that we are 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.

If you have any questions regarding this policy please feel free to discuss it with us because of your confidence in my ability to provide you with quality services and my professional ethics is very important to us.

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