Privacy Statement

Our Privacy Policy

Your Information

Your non-public personal information is collected from various sources:

  • Information received from you on tax organizers, worksheets, client questionnaires, applications and other financial documentation you provide;
  • Information you provide via personal interviews, telephone conversations, faxes and e-mail;
  • Information about your transactions with the firm;
  • Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf.


Your non-public personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return.

Upon closing your account, your non-public personal information will not be disclosed to any person or party unless required by law.

Please understand that IRS related confidentiality is limited to non-criminal tax advice.  So while information you shared to provide tax services is held in strict confidence, it is not protected from the IRS by advisor-client privilege unless such consultations are with an attorney for legal advice.


Access to your information is restricted in a variety of ways:

  • Only to those employees who have a need to know in order to provide products or services to you;
  • Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your non-public personal information.

Your privacy is important.  Please trust that protecting your information is equally important.

Please call if you have any questions or concerns.

Client Consent To Use Tax Information Form