Privacy Policy

We collect nonpublic personal information about you from the following sources:

  • Information provided by you from your tax organizer, worksheets, documents and discussions; and
  • Information that we develop as part of the engagement

As your CPA, we are required to keep all information about our engagement confidential so we will not disclose any information about you unless we have your approval or required/permitted by law. This applies even if you are no longer a client.

As your CPA, we are committed to safe keeping of your confidential information and we maintain physical, electronic, and procedural safeguards to protect your information.