Privacy Policy

Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding the privacy of client information. Our firm continues to adhere to professional standards of confidentiality that are even more stringent than those required by law. We have always protected the security and privacy of your personal and financial information.

Types of Nonpublic Personal Information We Collect

The only nonpublic personal information we collect is provided to us by you or obtained with your authorization. Any information that is publically available, such as telephone numbers and court records, is not included in this policy. 

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures may include providing information to our employees, or, in limited situations, to unrelated third parties who need that information to assist us in serving you. In every situation, we stress the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Clients' Information

We retain records relating to our professional services to serve your needs better and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

How Our Firm Uses Your Personal Data

Your personal data is used to provide the services (tax preparation, bookkeeping, payroll) you engaged our firm to perform.

Personal data such as emails may be used to send financial and tax tips, updates, and tax and business-related news and announcements.

Personal data such as mailing addresses may be used to mail tax tips, updates, and tax and business-related news and announcements.

Personal data such as emails and mailing addresses may be used to communicate firm updates and procedural instructions. 

Personal data may be used to notify clients of potential tax planning opportunities. 

Banking information is used to submit previously authorized requests by our clients for direct deposit of tax refunds and/or to transmit requests for direct debit of tax due payments.

Banking information is used to process authorized payments on invoices for our firm's services.

Our firm shares information with authorized third-party applications that assist us in providing services to our clients. Examples of these applications include but are not limited to tax preparation software, form builders, scheduling applications, and marketing databases.