PRIVACY POLICY

PRIVACY POLICY

This site is provided for the purpose of introducing the services provided by our firm. We believe that online privacy is important and this statement sets forth our privacy policy and describes the practices we follow to respect the privacy of all visitors to this site. We utilize fair information practices designed to protect your privacy. We welcome visitors to our site and we want you to be informed about our privacy practices.

Our firm is committed to personal privacy and has adopted a set of information management guidelines disclosing the information gathering policies for this website. We are responsible only for this site. We are not responsible for the content or privacy policies of any sites linked here. The primary tenets of our policy are as follows:

  • Cookies: We do not employ cookies in connection with this site.
  • Registration: We do not require registration for access to this site.
  • Credit Card Information: We do not collect credit card information.
  • E-mail Addresses: Whenever you submit an inquiry through a form available on this site, we will retain your address. However, it is not revealed to any third-party for any reason.
  • IP Address: Your IP address is logged in our system automatically, but it is used only for statistical purposes and is not used to track your session or linked to anything that would make you personally identifiable.

If you would like to opt out of any e-mail contact we may have established with you or have us delete any personal information we may have obtained as a result of a prior visit to this site, please contact us.

PRIVACY DISCLOSURE NOTICE

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice, except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients’ Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs, and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

 

If this document does not answer all of your questions, please call us, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

 

 

CIRCULAR 230 DISCLAIMER

In conformity with U.S. Treasury Department Circular 230 the documents contained in this website and any tax advice contained herein is not intended to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code, nor may any such tax advice be used to promote, market or recommend to any person any transaction or matter that is the subject of these documents. The intended recipients of these documents are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of these documents.

“The opinions set forth in this website are subject to the disclaimer pertaining to IRS Circular 230 set forth herein.”

Unless expressly stated otherwise on this website, (1) nothing contained in this website was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended; (2) any written statement contained on this website relating to any federal tax transaction or matter may not be used by any person to support the promotion or marketing or to recommend any federal tax transaction or matter; and (3) any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter contained in this website. No one, without our express written permission, may use any part of this website in promoting, marketing or recommending an arrangement relating to any federal tax matter to one or more taxpayers.

If this document does not answer all of your questions, please call us, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.