Legal Disclaimer

In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an ‘as-needed’ basis.

Non-public personal information is never collected without your authorization, and we do not disclose such information except as required or permitted by law. Permitted disclosures include third parties who assist us in providing services to you, such as the vendor providing us with our tax compliance software for purposes of electronically filed tax returns.

These policies pertain to non-public personal information about current and former clients.

Your privacy is just as important to us as our ability to provide you with quality financial services. Please call if you have any questions about this statement.

NOTE: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this web site is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties assessed under the Internal Revenue Code.