Our Privacy Disclosure Policy
Categories of Information We May Collect
We collect nonpublic personal information about you from the following sources:
- Information we receive from you for tax preparation, financial statement engagements, or other services
- Information about your transactions with us
- Information received from other service providers to you per your prior authorization, such as attorneys, banks, brokers, trust companies, employees, or other agents
Categories of Information We Disclose
We do not disclose this information to anyone or any agency outside of our firm without your approval at any time, except as required by law.
Confidentiality and Security
We restrict access to nonpublic personal information about you to "those employees who need to know that information to provide products or services to you." We maintain physical, electronic, and procedural safeguards that comply with federal regulations of the Federal Trade Commission as required by the 1999 Gramm-Leach-Bliley Act.
If you have questions or concerns about the integrity of your accounting information, please contact us.