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Privacy Policy

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal and business information confidential. Although not required by law, we are more than happy to disclose our Privacy Policy to you. We hope that by taking a few minutes to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.


Types of Nonpublic Information We Collect

The only nonpublic information we collect is provided to us by you or obtained by us from third parties with your authorization.


Parties to Whom We Disclose Information

As a general rule, we do not disclose information about our clients or former clients to anyone outside the firm. Your information may be disclosed under one of the following exceptions to the general rule:


  • To comply with a subpoena or summons.
  • In the course of a state-mandated peer review process conducted by another CPA firm.


Within the firm, your information may be disclosed to various employees other than the employee to whom you directly provided the information, for purposes of providing necessary accounting, consulting and tax services to you.


Protecting the Confidentiality and Security of Clients’ Nonpublic Information

We maintain physical, electronic and procedural safeguards in compliance with applicable laws and regulations to guard your nonpublic information from unauthorized access, alteration or premature destruction.