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Privacy & Security

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Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;

  • Information about your transactions with us, our affiliates, or others;

  • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

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.

Our data security protocol includes several redundant layers of security that protect our client's data. All of our office workstations as well as our office network are equipped with military-grade encryption, as well as top-of-the-line antivirus and antispyware programs. Our in-house server is constantly backing itself up to a separate, non-removable drive, and also is backed up daily to multiple offsite data centers located in other U.S. states. These datacenters are secure facilities, and feature 24/7 armed guards, closed-circuit motion sensitive video surveillance and dual-factor biometric authentication barriers. Our network, server and each of our workstations are monitored constantly by the professional IT service that we keep on retainer.