Privacy Policy
Privacy Policy in Compliance with the Gramm-Leach-Bliley Act of 1999
We are committed to protecting the privacy and confidentiality of your personal information. This privacy policy outlines the types of nonpublic personal information we collect about you, how we use and protect this information, and the limited circumstances under which we may disclose your nonpublic personal information.
Sources of Nonpublic Personal Information
We collect nonpublic personal information about you from the following sources:
Information you provide to us on applications, tax organizers, worksheets, and other documents
Information about your transactions with us, our affiliates, or others
Information we receive from consumer-reporting agencies
Use of Nonpublic Personal Information
We use the nonpublic personal information we collect to provide our professional services to you. This may include, but is not limited to, tax planning and preparation, accounting, and other financial consulting services. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
Disclosure of Nonpublic Personal Information
We do not sell or share your nonpublic personal information with any non-affiliated third parties for marketing purposes. However, we may disclose your nonpublic personal information in limited circumstances, including:
To comply with a validly issued and enforceable subpoena or summons
To comply with a court order or regulatory requirement
To facilitate the processing or servicing of a transaction that you have requested or authorized
To provide information to affiliates or non-affiliated third parties who assist us in providing services to you, such as our professional advisors, auditors, or service providers
To provide information to our professional liability insurer or as otherwise required to protect our interests
Protection of Nonpublic Personal Information
We restrict access to your nonpublic personal information to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to protect your nonpublic personal information from unauthorized access, use, or disclosure.
Online Information
We take reasonable measures to protect the security of the information transmitted between our website and your browser. However, we cannot guarantee the security of this information, and you transmit such information at your own risk.
Contact Us
If you have any questions about this privacy policy or our privacy practices, please do not hesitate to contact us.