Privacy Notice

As your CPA, we collect:

  * Information provided by you from your accounting records and/or software, tax organizers, worksheets, documents and discussions
  * Information that we develop as part of any engagement

As your CPA, we are required to keep all information about our engagement confidential so we will not disclose any information about you unless we have your approval or as required/permitted by law. This applies even if you are no longer a client.

As your CPA, we are committed to safe keeping of your confidential information and we maintain physical, electronic, and procedural safeguards to protect your information.