Your privacy is very important to us, and we respect your right to keep your personal information confidential. We do not disclose any nonpublic personal information to third parties except as permitted by law, and the Code of Processional Conduct of the National Associates of Enrolled Agents. When providing information to affiliates for the firm and nonaffiliated third parties who perform services or functions for us, we do so pursuant to a contractual agreement which prohibits the third party or affiliate from disclosing or using the information other than for purposes for which the information was disclosed: For example, using an outside service bureau to process your tax returns or using a records-retention agency to store clients’ records.

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

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Disclaimer: The information contained on this website is intended as general information and not as specific legal and /or financial advice. Accordingly, the information on this website is provided with the understanding that the author and publisher is not herein engaged in rendering financial or any other professional advice or services. As such, it should not be used as a substitute for consultation with an accounting professional or other competent advisors.

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