The Federal Trade Commission has begun requiring all tax professionals and financial planners to advise their clients about their privacy policies and not share nonpublic information with third parties without their clients’ permission.

It is our policy to keep your personal and business information confidential to the extent permitted under law.

Our Privacy Policy

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

• Information we receive from you on applications and other forms;
• Information about your transactions with us; and
• Information we receive from a consumer reporting agency

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law or with your written permission.

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you.  We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

If you have any questions about our Privacy Policy, please contact us.