Privacy Statement

Your Information Is Safe With Us!

As a CPA firm providing accounting and tax services:

  • We collect information provided by you from your tax organizer, worksheets, documents and discussions.
  • We collect information that we develop as part of the engagement.
  • We are required to keep all information about our engagement confidential so we will not disclose any information about you unless we have your approval or required / permitted by law.
    This applies even if you are no longer a client
  • We are committed to safe keeping of your confidential information and we maintain physical, electronic, and procedural safeguards to protect your information.

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