Federal legislation requires that we notify you of our Privacy Policy concerning information that we have in our possession about you and the circumstances under which we will release that information to an outside party.  In short, we will not release any information about you without your verbal or written permission. 

Information We Collect: 

Our firm collects “nonpublic personal information” about you from the following sources:

-          Information we receive from you on applications, documents used in preparing tax returns, or     other forms;

-          Information about your transactions with us or others; and

-          Information we receive from third parties, such as a bank or investment company 

“Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing financial products or services, including accounting or tax preparation services, to you. 

Information We Disclose: 

We do not disclose any nonpublic personal information about you to anyone without your verbal or written permission. 

If you decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice. 

Our Security Procedures: 

We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you.  We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information. 

If you have any questions, please contact our office.