Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of
1999.
In the course of performing tax or financial services for you, we collect "nonpublic personal information " about you in various ways:
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Information we receive from you on organizers, source documents (receipts, bank statements, etc.), government forms or other forms;
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Personal interviews and conferences with you;
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Forms or applications you fill out to assist or enable us to do our job;
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Information you authorize us to obtain from government agencies or other third-parties or institutions;
We do not disclose any nonpublic personal information about our clients or former clients to anyone,
without specific authorization from you, unless required by law. This applies even when you are no longer our client.
We restrict access to nonpublic personal information about you 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 regulations to guard your nonpublic personal information.
Online information is stored on secure servers located in CPA Website Solutions SAS-70 certified datacenters.
If you have any questions about this policy, please do not hesitate to contact us.
