Our Privacy Policy

Your Information

Your non-public personal information is collected from various sources:

  • Information received from you on tax organizers, worksheets, client questionnaires, applications and other financial documentation you provide;
  • Information you provide via personal interviews, telephone conversations, faxes and emails;
  • Information about your transactions with the firm;
  • Information received about you from consumer reporting agencies if background or credit checks are are conducted on your behalf.


Your non-public personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return.
Upon closing your account, your non-public personal information will not be disclosed to any person or party unless required by law.


Access to your information is restricted in a variety of ways:

  • Only to those employees who have a need to know in order to provide products or services to you;
  • Personal security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your non-public personal information.

Your privacy is important. Please trust that protecting your information is equally important.

Please call us if you have any questions.