As mandated by federal law, we are required to inform you of the legal protections that safeguard the privacy of your personal information. Our firm is committed to maintaining the confidentiality of our clients and complying with all legal requirements.
Data Collection
We collect nonpublic, personal information from the following sources:
- Information provided by you on tax preparation worksheets and other documents used in preparing your tax returns or other forms.
- Information about your transactions with us or third parties.
Information Disclosure
We do not disclose any nonpublic personal information about current or former clients to anyone, except in the following cases:
- When explicitly instructed by the client.
- When necessary for electronically filing your tax return.
- When permitted or required by law.
Information Access
Access to your nonpublic personal information is restricted to professionals who require this information to provide accounting and tax services. We have implemented physical, electronic, and procedural safeguards in line with federal standards to ensure your personal information is protected.
Client Trust and Security
Your trust is extremely important to us, and we want you to feel confident that your personal and tax information is secure. If you have any questions or concerns about our privacy practices, please feel free to contact us.
Thank you for trusting us with your financial accounting needs.