Privacy Policy

As a company, we are committed to protecting the confidentiality of nonpublic personal information you provide to us.

We collect nonpublic personal information about you from the tax organizers, and other forms and documents you provide to us; information about your transactions with us and with our associates; and information we receive from third parties with your authorization.

We do not disclose any nonpublic personal information about our clients to anyone except as permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you, to government entities as required by law, or in response to subpoenas. In all such situations, we stress the confidential nature of information being shared. If you decide to terminate all relationships with us, we will still continue to adhere to the privacy policies and practices described in here.

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.

We are strongly committed to our relationship with you and want to be sure you understand the steps we have taken to protect your nonpublic personal information.

If you have any question or comments, please feel free to contact us.

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