Types Of Nonpublic Personal Information I Collect

I collect nonpublic personal information about you that is provided to me by you or obtained by me with your authorization.

Parties to Whom I Disclose Information

I do not disclose any nonpublic personal information obtained in the course of my practice except as required or permitted by law. Permitted disclosures include providing information to unrelated third parties who need to know that information to assist me in providing services to you. In all such situations, I stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Client Information

I retain records relating to professional services that I provide so that I am better able to assist you with your professional needs and to comply with professional guidelines. In order to guard your nonpublic personal information, I maintain safeguards that comply with CPA's professional standards.

Please call if you have any questions, because your privacy, my professional ethics and the ability to provide you with quality services are very important to me.