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PRIVACY POLICY

The nature of our work requires us to collect certain nonpublic personal information about you from various sources. Under our policy, all information we obtain about you will be provided by you or obtained with your permission. We collect nonpublic personal information about you from the following sources:

  • Information obtained from our website, including your name and email address;

  • Information we have received from you on an application, tax preparation worksheet, and other document that we are -provided with that are used in the preparation of your income tax return, bookkeeping records, payroll reports and records, financial statements, and other forms;

  • Information about your transactions with us or others;
  • Information we may receive from a consumer reporting agency.

Any of the information we collect may be used in the following ways:

  • To perform services including, but not limited to, income tax preparation;
  • To send out periodic emails, including newsletters and important reminders;
  • To improve Customer Service.

Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to any third party without your express permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access. Please contact us with any questions regarding our privacy policy. 

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as instructed by you in writing or as required by law as listed below:

  • Requirements to comply with federal, state, or local law;

  • Requirements to comply with national, state, or local licensing rules;
  • Requirements to disclose information in response to legal subpoenas;
  • Items you permit or request us to disclose, as authorized by you in writing;

Please note that we may include links to other third party websites from our website that can assist you. These websites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked websites. Nonetheless, we seek to protect the integrity of our website and welcome any feedback about these websites