Compliance with the Gramm-Leach-Bliley Act,
Public Law 106-102 (FTC 16 CFR Part 313)
Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding 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.
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information about our customers or former customers obtained in the course of our practice except as required or permitted by law or approved by you in writing (e.g. requirements to comply with federal, state or local law; requirements to comply with national, state or local licensing rules; requirements to disclose information in response to legal subpoenas; items you permit or request us to disclose, as authorized by you in writing; your electronically filed tax return(s), when applicable; information that you authorize us to disclose that discloses that you are our client, without disclosure of financial or other personal information). Permitted disclosures may also include providing information to our employees, contractors, or to unrelated third parties who need that information to assist us in serving you and to companies that perform marketing services on our behalf. In all situations, 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 better serve your professional needs and, in some cases, to comply with professional guidelines and legal obligations. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with federal regulations and our professional standards to guard your nonpublic personal information.