We recognize the importance, and respect the privacy, of your information. As Certified Public Accountants, we adhere to strict professional standards, and as a firm, we hold ourselves to the highest level of integrity. This statement is to let you know what types of information we collect, under what circumstances that information is disclosed, and how we protect your information.

What Types of Information We Collect

In the course of serving your financial needs, we may collect the following information from you or from those whom you authorize: 1) contact information, such as name and telephone number; 2) details of financial transactions, such as property sales or annual income; 3) legal agreements, such as trust agreements or loan documents; 4) account information, such as bank or investment accounts; and 5) activity on our website, such as visits or system characteristics.

Under What Circumstances Information Is Disclosed

We do not disclose your information without your consent, except as permitted by law. We may disclose your information in connection with a review of our compliance with professional standards.

How We Protect Your Information

We maintain physical, electronic, and procedural safeguards to protect your information. Should you become a former client, we will continue to protect the privacy your information.

In conclusion, our firm is committed to maintaining the confidentiality of your information, and we value the trust you have placed in us. Please call us anytime you have questions, or if we may be of further service.