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Privacy Policy

Like all providers of personal financial services, tax professional are required by law to inform clients of their policies regarding privacy of client information.  Our firm continues to adhere to professional standards of confidentiality that are even more stringent than those required by law.  We have always protected the security and privacy of your personal and financial information.

We collect nonpublic personal information about you from some or all of the following sources:

  • Information received from you on applications, tax preparation worksheets, organizers and supporting schedules we use in preparing your tax returns and other forms.

  • Personal interviews, meetings and conferences with you.

  • Information received from you and others about your transactions with others and with us.

  • Information received from consumer reporting agencies.

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

    We restrict access to nonpublic personal and account information about you to those of our employees or contractors who need to know that information in order to provide products or services to you.

    We maintain physical, electronic, and procedural safeguards that comply with federal regulations and our professional standards to guard your nonpublic personal information.

    Please let us know if you have any questions about the above information. And thanks so much for the opportunity of serving you. We truly appreciate your patronage.


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    Lakewood Ranch, Florida  |  Columbia, Maryland  | Jeffersonville, Indiana