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Tax professionals, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Our firm has been and continues to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties To Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients' Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Our computers are not linked to any other computer system outside our office. We do not rent or sell mailing lists, or engage in cross-marketing activities. We have never had information released under subpoena, or any other court or legal requirement. We do not discuss our clients' confidential matters outside the office.

We maintain complete confidentiality. If examples of real life situations are sometimes used, it is never done with actual names, only anonymously. With the client's specific authorization and instruction, we have shared information for the specific purpose of assisting the client in securing a mortgage, car loan, cooperative apartment, or other business transactions.

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