Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that you provide, or which is obtained by us with your authorization. Examples of sources of this information include client phone calls, emails, worksheets, and documents; client financial planning organizers; tax returns; and questionnaires concerning financial history.

Parties to Whom We Disclose Information

Personal information that we obtain from current and former clients while providing accounting services is not disclosed except as is required or permitted by law. Permitted disclosures include providing client information to our employees and, in limited circumstances, to third parties who require such information to assist us in providing client services. We stress the confidential nature of information being shared in all such situations.

Protecting the Security and Confidentiality of Current and Former Client Information

We retain records relating to professional services provided so that we may better assist you with your professional needs. Additionally, records are retained in some circumstances to comply with professional guidelines and requirements. To protect your nonpublic personal information, we maintain electronic, physical, and procedural safeguards in compliance with professional standards.

Your privacy, our professional ethics requirements, and our ability to provide quality financial services are important to us. If you have any questions about our privacy policy, please call us.