Our firm is committed to personal privacy and has adopted a set of information management guidelines disclosing the information gathering policies for this website. We are responsible only for this site. We are not responsible for the content or privacy policies of any sites linked here. The primary tenets of our policy are as follows:
If you would like to opt out of any e-mail contact we may have established with you or have us delete any personal information we may have obtained as a result of a prior visit to this site, please contact us.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice, except as required or permitted by law. Permitted disclosures include,
for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such
situations, we stress the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information 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. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
If this document does not answer all of your questions, please call us, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
"The opinions set forth in this website are subject to the disclaimer pertaining to IRS Circular 230 set forth herein."
Unless expressly stated otherwise on this website, (1) nothing contained in this website was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended; (2) any written statement contained on this website relating to any federal tax transaction or matter may not be used by any person to support the promotion or marketing or to recommend any federal tax transaction or matter; and (3) any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter contained in this website. No one, without our express written permission, may use any part of this website in promoting, marketing or recommending an arrangement relating to any federal tax matter to one or more taxpayers.
If this document does not answer all of your questions, please call us, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.