Confidentiality & Privacy Policy


All client (as well as prospective client) information received by our office, is held strictly confidential, and will not be disclosed to any third party without the express consent of the client. (However, if we are subpoenaed by a court of law, we will most likely have to comply). This confidentiality is not only required by the CPA’s code of ethics but helps the client be more candid with their CPA. We realize that entrusting a “stranger” with intimate financial data can be very difficult. Trust is normally earned. We will do all we can to earn your trust and confidence. Most of our clients have been with us many years: we encourage this. Year after year, we have found that our CPA/client relationships become more and more effective and efficient.

Privacy Policy

CPAs are bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.

Types of Non-Public Personal Information We Collect

We collect non-public personal information about you that is provided to us by you are obtained by us with your authorization.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us 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 are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your non-public personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.


Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.