OUR PRIVACY COMMITMENT TO OUR VALUED CLIENTS

CPAs, like all other providers of personal financial services, are required by The Privacy of Consumer Financial Information Act to inform their clients of their policies regarding the privacy of client information. As CPAs, we have been and continue to be 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.

Our Privacy Policy is very simple.

We are committed to protecting the confidentiality and privacy of all nonpublic personal information you provide to us and we treat your personal information in an absolutely confidential manner.

We do not disclose any of your nonpublic personal information to anyone, except as required or permitted by law or when specifically requested to do so by you. A situation may arise when a client requests that we provide tax or other financial information in our possession to a lender, loan agent, insurance company, accountant, or other organization. In such a case, we require our client's authorization before we will release any of that client's information.

We do not share your nonpublic personal information with any unrelated third parties.

We do not sell our client lists to anyone.

We take appropriate measures to ensure that physical, electronic, and procedural safeguards are in place that comply with our professional standards to guard the nonpublic personal information of our current and former clients. 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.

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. A situation may arise when a client requests that we contact their stockbroker, their former accountant, or some specific other party to obtain specific information for or about that client's tax or business related affairs.

Please call us at (954) 385-3332 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. We truly value the trust and confidence you have placed in us to assist you in your income tax and other financial matters, and we intend to continue to justify your trust each day.