Privacy Statement

Your financial and personal privacy is of prime importance to us.

We base our relationships with current and prospective clients on integrity and trust. As a financial services provider, we are committed to maintaining the confidentiality of your personal financial information. We work hard to maintain your privacy and are very careful to preserve the private nature of our relationship. We describe below how we handle your personal information in keeping with the professional standards of confidentiality of our CPA profession.

Sources Of Nonpublic Personal Information

We collect nonpublic personal information that’s provided to us by you directly or indirectly:

  • In writing via regular mail, email, fax or secure and encrypted filing sharing over the Internet.
  • Verbally via the phone, Skype or personal conferences.
  • From third parties with your authorization.
  • From transactions with our affiliates or us.

Parties To Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.

Permitted disclosure of your nonpublic personal information is restricted to employees and other parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared and that they are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable.

Protecting The Confidentiality And Security Of Nonpublic Information

We retain records relating to our professional services so that we are better able to assist with your professional needs and, in some cases, to comply with professional guidelines. To guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.

Your privacy, our professional ethics and the ability to provide you with quality financial services are paramount to us.

Please contact us if you have any questions or concerns about the confidentiality of your information.