Privacy Policy

  1. Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

    We collect nonpublic personal information about you from the following sources:

    • Information we receive from you on applications, tax organizers, worksheets and other documents;
    • Information about your transactions with us, our affiliates, or others;
    • Information we receive from a consumer-reporting agency.

    We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

    We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

    Generally, we only collect identifiable information that is specifically and voluntarily provided by a visitor to our site. A visitor to our site may choose to provide this information to register for certain areas of the site. When a visitor provides this type of identifiable information to us, we use it solely for the purposes for which it was provided. Our policy is not to share personally identifiable information with third parties, unless required by law, or unless explicitly requested by a visitor. We recognize that your information is valuable and we take all reasonable measures to protect your information while it is in our care. By accessing this site, you acknowledge, fully understand and consent to the information collection and use practices described herein. This policy clearly states our commitment to creating a safe and enjoyable online experience for visitors to our site.

    If you have any questions about this policy, please do not hesitate to contact us.