Privacy Policy

Companies providing financial services, such as bookkeeping, accounting, and tax planning, to customers are required by federal law to inform their clients of their policies regarding privacy of customer information. We have always safeguarded the confidentiality of information provided to us by our customers and are bound by our professional standards to maintain this vital aspect of our professional relationship.

Acquisition of Client Information

The company collects nonpublic personal information about our customers from the following sources:

• Information You      Provide:      Our customer engagements routinely require us to obtain private      information about our customers so that we can proceed with the various      services we perform as part of the professional relationship.
• Other Sources: Depending upon      the particular service a customer has engaged the company to complete, we      may request nonpublic information concerning the matter at hand. However,      this information is never obtained without our customer’s specific      authorization for the type of information and the source(s) from which it      may be obtained.

Disclosure of Nonpublic Information

Our company policy is never to disclose nonpublic information about our clients. Nonpublic information is defined as any information that has been provided to us by you, the customer, in connection with any professional services we perform for you. For purposes of our business relationships with our customers, all information acquired is disclosed only under the following conditions:

• Employees of the firm:     Employees who need such information to perform their job and for which the      client has engaged the company.
• Service  Providers:      As with any business, we have our own accounting, insurance, and other      service firms that we may need to provide information that the regulations      consider nonpublic information. An example might be your customer account      activity to prepare financial statements for our internal or external reporting      purposes. Another example would be computer consultants that must have      access to certain customer records to be able to increase the efficiency      of our computer processing systems. We have always insisted that any such      information be considered confidential and not used for any purpose other      than the specific business need. That well-understood business policy of      confidentiality will be reinforced as needed by contractual agreements      between such service providers to the company.
• Other: Other than as      stated above, we do not disclose nonpublic information, or any other information,      to any outside parties without specific customer authorization.  In such a case, we would require the customer’s      approval for such a disclosure.

In addition to the privacy protection that FTC regulations provide you, the Internal Revenue Code prevents the disclosure of client information provided for tax planning or preparation services without the client’s written permission.  Further, the ethics rules that govern the operation principles that our company must follow prohibit disclosing customer information.

Security Arrangements

We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard our customers’ nonpublic information, to ensure our customers that their privacy is a major part of the company’s commitment to provide the finest service possible.