Your Privacy is Important to Us
We highly value your trust and confidence in us and want to assure you that your personal information is kept completely confidential by us. As an Accounting firm, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of your information.
TYPES OF PERSONAL INFORMATION WE COLLECT
In order to meet your needs in the course of tax preparation, tax and financial planning, payroll services, and tax compliance engagements, we collect various types of personal information about you from the following sources:
Information that we receive from you when we meet with you in person or over the telephone, when you send us information by mail or email, on tax preparation worksheets or other documents used in preparing your tax returns or in providing other services to you. Such information may include, for instance, your name, address, birth date, social security number, income and investment sources and amounts, and other tax and financial attributes about you.
Information about your transactions with us, our affiliates, or others. Such information may include, for instance, investment allocations and performance, investment objectives, parties to transactions, account balances, business income, employee information, and payment history.
Information we receive from you, or send to you, at your request if you contact us online. We will retain the information you provide us to deliver email messages to you. We may retain the content of your social media/email messages, your email address, and our subsequent response to you.
PARTIES TO WHOM WE DISCLOSE INFORMATION
We may share personal information with our affiliates to assist in our contact with you and to aid in providing tax and financial planning solutions and opportunities to you. We do not share personal information with unaffiliated third parties without your express consent, except as permitted by law and as described below.
The law permits disclosure in certain circumstances, such as if we must share information to protect against fraud or to protect against credit risk, in response to a court subpoena, and sharing with others who may be assisting us in compliance with professional standards or who assist us in providing payroll and tax preparation and other services to you.
COLLECTION OF DATA
Our site uses technologies to help us recognize your device and understand how you use our site(s) so that we can improve our services to reflect your interests and serve you advertisements about the [products and/or services] that are likely to be of more interest to you. Specifically, we (and our 3rd party service providers) collect information about your activity on our site(s) to enable us to:
- measure and analyze traffic and browsing activity on our site(s);
- show advertisements for our products and/or services to you on third-party sites;
- measure and analyze the performance of our advertising campaigns.
We do not ever sell your data to any other parties.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF YOUR PERSONAL INFORMATION
OUR PLEDGE TO YOU
Our professional ethical obligations and responsibilities demand the highest regard and duty toward the confidentiality of your personal information and security of your privacy. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such manner as to always maintain your trust and confidence.