Compliance with the Gramm-Leach Bliley Act, Public Law 106-102 (FTC 16 CFR Part 313)
We collect nonpublic personal information about our clients that is provided to us by them or obtained by us with their authorization. This information may come from various sources, including information we receive from personal interviews, tax organizers, worksheets and other documents necessary to provide professional services.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law, or when necessary to process transactions requested by a client.
We restrict access to nonpublic personal information about our clients to members of our firm who need to know that information in order to provide our clients with professional services. We retain records relating to the professional services that we provide in accordance with accounting and government standards. We employ physical, electronic and procedural security safeguards to protect our clients' nonpublic personal information.