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Our Privacy Policy, Compliance with the Gramm-Leach-Bliley Act, Public Law 106-102 (FTC 16 CFR Part 313)

The privacy of your client information is important to us, and we maintain professional standards of confidentiality to uphold the trust extended to us. That said, we are required to formally notify you of our privacy policy.

We collect nonpublic personal and/or business information provided to us by you, or a designated representative, or obtained by us with your authorization. This information may come form various sources and formats (hardcopy or electronic), including but not limited to: financial statements, personal interviews, worksheets, tax organizers, and other documents necessary to provide professional financial or business services.

We do not disclose any nonpublic information about our clients, or former clients, to anyone, except as permitted or required by law, or when necessary to process transactions requested by clients.

We restrict access to nonpublic information about clients within our firm to only those who need to know in performance of professional services.

We retain records related to the professional services we provide in compliance to accounting and government standards.


We utilize physical, procedural, and electronic security safeguards to protect your non-public information.

Your confidence and trust are of utmost importance.

We collect any information you may enter on the website, such as but not limited to names, email addresses, phone numbers, information sent via message boxes, subscription boxes, etc. We do not sell or disclose any information unless the disclosure is required by law or by enforceable orders of the court or related government departments.


If you have questions or concerns regarding the privacy of your nonpublic information, please contact our office.

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