Our Privacy Policy, in compliance with the Gramm-Leach-Bliley Act of 1999, is as follows:
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;
Information received in a manner not listed above.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted (or required) 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.
Your confidence in us is important and we want you to know that your personal information is safe. If you have any questions about this policy, please do not hesitate to contact us.
CIRCULAR 230 NOTICE
In accordance with IRS Circular 230, Regulations Governing the Practice of Attorneys, Certified Public Accountants, Enrolled Agents, Enrolled Actuaries, and Appraisers before the Internal Revenue Service, the information on this web site is not intended or written to be used as, and cannot be used as or considered to be a "covered opinion" or other written tax advice, and should not be relied on for the purpose of (1) avoiding tax-related penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any transaction or tax-related matter(s) addressed herein, for IRS audit, tax dispute or other purposes.