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Privacy Policy


Federal law mandates that, as my client, I must make you aware of a law protecting the privacy of individuals. I respect and maintain the confidentiality of my client. In compliance with the law, I inform you that I collect nonpublic, personal information about you from the following sources:

  • Information I receive from you on tax preparation worksheets and other documents I use in preparing your tax return or other forms and information about your transactions with me or others.

  • I do not disclose any nonpublic personal information about my clients or former clients to anyone, except when instructed to do so by clients, or as necessary for electronically filing your tax return, or as permitted by law.

  • Access to nonpublic personal information is restricted to those professionals necessary for providing accounting and tax services to our clients. I maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Your confidence in me is very important and I want you to know that your personal and tax information is safe. If you have any questions or concerns, please contact me.


 

 

 

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