The financial and personal privacy of our clients is very important to us. We are committed to providing exceptional professional services, including maintaining the confidentiality of our client’s personal information. We do not disclose any non-public personal information about our clients or former clients, except as required or permitted by law.

  • Tax organizers, worksheets, or other documents provided via mail, email and/or the internet
  • Verbal information via phone or conferences
  • From third parties

We restrict access to non-public personal information to employees and other parties who need the information to perform specific services for our clients. In all situations, we stress the confidential nature of such information. Although no system can guarantee absolute security, we maintain physical, electronic, and procedural safeguards to ensure data security both on and offline.

If you have any questions or concerns about the confidentiality of information, please contact us at