To Our Individual Clients:
Once a year, the law
and other financial institutions to do the same. We hope that by taking a few moments
to read this policy, you will have a better understanding of how we strive to protect the
information you entrust to us.
Types of Information We Collect
certain personal information about you—but only when it is provided by you or
is obtained with your permission.
Parties to Whom We Disclose Information
As a general rule, we do
not disclose nonpublic personal information about out clients or former clients
to anyone. However, to the extent permitted by law and any applicable state Code of
Professional Conduct, certain nonpublic information about you may be disclosed to comply
with a validly issued and enforceable subpoena or summons, or to allow us to render
appropriate services to you.
Confidentiality and Security of Your Personal Information
Except as otherwise described
in this notice, we restrict access to nonpublic personal information about you to employees of
our firm and other parties who must use that information to provide services to you. We also
maintain physical, electronic, and procedural safeguards in compliance with applicable laws and
regulations to guard your personal information from unauthorized access, alteration, or premature
Thank you for allowing us to serve
your accounting, tax, and financial planning needs. We value your business and are committed to
protecting your privacy. We hope you view our firm as your most trusted adviser and we will work
to continue earning your trust. Please call us, if you have any questions or if we can be of further
The information contained within this website is provided for informational
purposes only and is not intended to substitute for obtaining accounting,
tax, or financial advice from a professional accountant. Presentation of the
information via the Internet is not intended to create, and receipt does not
constitute, an accountant-client relationship. Internet subscribers, users
and online readers are advised not to act upon this information without
seeking the service of a professional accountant.
While we use reasonable efforts to furnish accurate and up-to-date
information, we do not warrant that any information contained in or made
available through this website is accurate, complete, reliable, current or
error-free. We assume no liability or responsibility for any errors or
omissions in the content of this website or such other materials or
of Warranties and Limitations of Liability
This website is provided on an "as is" and "as available"
basis. Use of this website is at your own risk. We and our suppliers disclaim
all warranties. Neither we nor our suppliers shall be liable for any damages
of any kind with the use of this website.
Third Party Websites
For your convenience, this website may contain hyperlinks to websites and
servers maintained by third parties. We do not control, evaluate, endorse or
guarantee content found in those sites. We do not assume any responsibility
or liability for the actions, products, services and content of these sites
or the parties that operate them. Your use of such sites is entirely at your