Firm Privacy Policy

Firm Privacy Policy

This firm must inform you of our policies regarding privacy of client information. This firm always protects your right to privacy.

Types of Non-Public Personal Information We Collect. We collect non-public personal information about you that is either provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information. For current and former clients, we do not disclose any non-public personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for example, providing information to employees and, in limited situations, to unrelated third parties who need to know that information to assist this firm in providing services to you. In all such situations, we stress the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Current and Former Clients' Information. We retain records relating to professional services that we provide so that we may better assist you with your personal and professional needs and, in some cases, to comply with federal or state laws and with professional guidelines. To guard your non-public personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. We do not share any of your confidential tax return information such as your identity, income, net worth, tax liability or other information with the Internal Revenue Service, state tax authorities, unmarried partners, relatives, real estate agents, mortgage brokers or any other third-parties. Disclosure of tax return information to federal or state agencies or employees is governed by Internal Revenue Code ยง6103.

How to Authorize Disclosure. You can grant us permission to disclose tax return and other tax information by using Form 8821, Tax Information Authorization.

get updates