We put our client’s interests first. That means you can place the utmost trust and confidence in us as your financial experts. We provide you with the highest standard of care in return. You can expect care and excellence, and an environment that you’ll want to be part of.
We pride ourselves on our commitment to developing a personal relationship with each of our clients, along with our commitment to the protection of their privacy.
To provide you with tax preparation and planning services, we collect non-public, personal information about you from various sources, including the following:
- Information we receive during interviews with you about your tax situation.
- Information we receive on organizers.
- Information from tax-related documents given to us to prepare your tax returns.
We will not disclose your personal and confidential information to anyone outside our firm without your express written permission or unless required by law.
Access to non-public, personal information of our clients is restricted to employees who need the information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with Federal regulations to guard all non-public, personal information.