Privacy Policy

We understand that protecting your financial privacy is just as important as protecting your financial assets.

We may collect nonpublic personal information about you from the following sources:

• Information you relay to us. This most often is comprised of information we receive from you on applications, tax organizers, worksheets and other documents, as well as verbally. Additionally, you may direct others, such as a former accountant or your attorney, to provide information about you to us. 

• Information we receive from you through transactions, correspondence and other communication with us or our affiliates.

• Information we otherwise obtain from you in connection with providing you a service.

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

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified data centers.

If you have any questions about this policy, please do not hesitate to contact us.