We highly value our client’s trust and confidence in us and want to assure each client’s personal information is kept completely confidential by us. We adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of our client’s information. While this policy is specifically directed to individuals who inquire about or to whom we provide services for personal or family purposes, we adhere to similar confidentiality standards for our business clients under strict ethical responsibilities mandated by the Treasury Department Circular No. 230.
In order to meet the client's needs in the course of tax preparation, tax and financial planning, and tax compliance engagements, we may collect nonpublic personal information from the client(you) from the following sources:
Information that we receive from you when we meet with you in person or over the telephone, when you send us information by mail or email, on tax preparation worksheets or other documents used in preparing your tax returns, or in providing other services to you. Such information may include, for instance, your name, address, birth date, social security number, income and investment sources and amounts, and other tax and financial attributes about you.
Information about your transactions with us, our affiliates, or others. Such information may include, for instance, investment allocations and performance, investment objectives, parties to transactions, account balances, and payment history.
Information we receive from you, or send to you, at your request if you contact us online. We will retain the information you provide us to deliver email messages to you. We may retain the content of your email messages, your email address, and our subsequent response to you.
We do not disclose any personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
We restrict access to personal information concerning you, except we do need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
Our professional ethical obligations and responsibilities demand the highest regard and duty toward the confidentiality of your personal information and security of your privacy. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such a manner as to always maintain your trust and confidence.