Privacy Policy


We collect nonpublic personal information about you from the following sources.

  • Information we receive from you on applications, tax preparation organizers, worksheets, and other documents we use in tax preparation or providing financial services, or other forms.
  • Information about your transactions with us, our affiliates, or others.

We do not disclose any nonpublic personal information about our clients, or former clients, to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to members of our firm who need to know that information to provide service to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.