Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. A recent law change requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you - which we are more than happy to do. We hope that by taking a few moments to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.
Types of Information We Collect
We collect certain personal information about you - but only when
that information is provided by you or is obtained by us with your
authorization. We use that information to prepare your personal income
tax returns and may also use it to provide various tax and financial
planning services to you at your request.
Examples of sources from which we collect information include:
- interviews and phone calls with you
- letters or e-mails from you
- tax return or financial planning organizers
- financial history questionnaires.
Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our
clients or former clients to anyone. However, to the extent permitted
by law and any applicable state Code of Professional Conduct, certain
nonpublic information about you may be disclosed in the following
situations:
To comply with a validly issued and enforceable subpoena or summons.
In the course of a review of our firm�s practices under the
authorization of a state or national licensing board, or as necessary
to properly respond to an inquiry or complaint from such a licensing
board or organization.
In conjunction with a prospective purchase, sale, or merger of all
or part of our practice, provided that we take appropriate precautions
(for example, through a written confidentiality agreement) so the
prospective purchaser or merger partner does not disclose information
obtained in the course of the review.
As a part of any actual or threatened legal proceedings or
alternative dispute resolution proceedings either initiated by or
against us, provided we disclose only the information necessary to
file, pursue, or defend against the lawsuit and take reasonable
precautions to ensure that the information disclosed does not become a
matter of public record.
To provide information to affiliates of the firm and nonaffiliated
third parties who perform services or functions for us in conjunction
with our services to you, but only if we have a contractual agreement
with the other party which prohibits them from disclosing or using the
information other than for the purposes for which it was disclosed.
(Examples of such disclosures include using an outside service bureau
to process tax returns or engaging a records-retention agency to store
prior year records.)
Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to
nonpublic personal information about you to employees of our firm and
other parties who must use that information to provide services to you.
Their right to further disclose and use the information is limited by
the policies of our firm, applicable law, our Code of Professional
Conduct, and nondisclosure agreements where appropriate. We also
maintain physical, electronic, and procedural safeguards in compliance
with applicable laws and regulations to guard your personal information
from unauthorized access, alteration, or premature destruction.
Firm Profile
