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To Our Individual Clients: 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 information confidential and understand your desire to avoid unwanted solicitations. A recent law change requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you – which we are more than happy to do. We hope that by taking a few minutes to read it, you will have a bet
A. Types of Information We Collect We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also provide various tax and financial planning services to you at your request. Examples of sources from which we collect information include: interviews and phone calls with you, letters or e-mails from you, tax return or financial planning organizers
B. Parties to Whom We Disclose Information As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations: To comply with a validly issued and enforceable subpoena or summons. In the course of a review of our firm’s practices under the authorization of a state or national licensing board,