1. 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, providng 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.
2. 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 to comply with our professional standards.
3. This site contains links to other sites. We are not responsible for the privacy practices or the content of such Web sites.
4. We are required by IRS Circular 230 to have a written statement or email prior to providing a copy of your tax return to third parties such as mortgage brokers.