We collect nonpublic personal information about you that is provided by you or obtained
by us with your authorization. This information may come from various sources, including
information we receive from personal interviews, tax organizers, worksheets and other
documents necessary to provide professional services to you.
We do not disclose any nonpublic personal information about our clients or former clients
to anyone, except as permitted or required by law, or when necessary to process
transactions requested by a client.
We restrict access to nonpublic personal information about you to members of our firm
who need to know that information in order to provide you professional services. We
retain records relating to the professional services that we provide you in accordance with
accounting and government standards.
We employ physical, electronic, and procedural security safeguards to protect your
nonpublic personal information.