Privacy Statement

The law now requires me to disclose my Privacy Policy to you -- just as it requires banks, brokerage houses, and other financial institutions to do the same.   I hope that by taking a few moments to read this policy, you will have a better understanding of how I strive to protect the information you entrust to me.

Types of Information I Collect:  I collect certain personal information about you -- but only when it is provided by you or is obtained with your permission.

Parties to Whom I Disclose Information: As a general rule, I do NOT disclose nonpublic information about my clients or former clients to anyone.  However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed to comply with a validly issued and enforceable subpoena or summons, or to allow me to render appropriate services to you.  Upon receipt of a signed written request from you, I will release to the party you name, in the manner you request, the specific information you request.

Confidentiality and Security of Your Personal Information: Except as otherwise described in this notice, I must restrict access to nonpublic information about you to employees of this firm and other parties who must use that information to provide services to you.  I also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.  (A copy of your tax return is kept in storage for up to 4 years, and then destroyed.)

Thank you for allowing me to serve your accounting, tax, and financial planning needs.  I value your business and am committed to protecting your privacy.  I hope you view this firm as your trusted adviser, and I will work to continue earning your trust.  If you have any questions or concerns, please contact this office at (530) 467-3744.