Privacy Policy

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.  CPAs have been and coninue to be bound by professional standards of confidentiality that are even more stringent than those reuired by law.  Therefore, we have always protected your right to privacy.

 

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

• Information we receive from you on applications, tax organizers, worksheets and other documents

• Information about you obtained by us with your authorization.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as required or permitted by law.
 

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We retain records relating to professional services that we provide so that we are better 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 and federal regulations.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

Please call if you have any questions.  Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.