CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your rights to privacy.

Types of Nonpublic Personal Information We Collect We collect nonpublic information about you that is provided to us by you or obtained by us with your authorization. Parties to Whom We Disclose Information 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, providing 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. 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 that comply with our professional standards. Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.


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When you use this website, or send us e-mails, you are communicating with us electronically. You thereby consent to receive communications from us electronically. We will communicate with you by e-mail or by posting notices on this site. By communicating with us electronically, you agree that all agreements, notices, disclosures and other communications that we provide to you may be in electronic form and that such form shall serve to satisfy any legal requirement that such communications be in writing.


We collect various types of information depending upon how you use our site. We may collect your name, mailing address, phone number, email address. If you submit a question to customer service, we will need your email address to respond and you also may also be asked to provide us with various additional information (i.e. business address and background information about the issue) to help us answer your question.


A cookie is a small piece of information sent by a website that is saved on your hard disk by your computer's browser. It holds information a website may need to interact with you and personalize your experience. At, we use two kinds of cookies: session cookies and persistent cookies.

Session cookies exist only for as long as your browser remains open. Once you exit your browser, they go away. We use session cookies to maintain information we need to have in order improve your experience at For example, the Session ID cookie that we ask your browser to hold retains the ID for your user ID. Without the Session ID cookie, you can't access information specific to your user needs.

Persistent cookies on the other hand last from visit to visit; they do not go away when you exit your browser. At, we are preparing to use persistent cookies to give you a more personalized on-line experience and to help you navigate our site more efficiently. We will use your information to enhance your site experience. However, you can use our site without accepting a persistent cookie. To do so, you should set your browser options to reject persistent cookies. Alternatively, you can set your browser to notify you when you receive a cookie, which gives you the opportunity to decide whether you want to accept it or not. In many instances, the Help button on your browser toolbar will tell you how you can take these steps.

Cookies can be used by a website to recognize you. But that does not necessarily mean any personal information is stored in the cookies. At, we store no personal information about you in the cookies. Anything you choose to tell us about yourself (such as your address and email address) is stored safely and separately on our secured servers, and you need to provide a password to access it.

We also use cookies to look at how groups, rather than individuals, use our website. In a physical store it is possible to observe which aisles and departments are most heavily trafficked and determine what displays or sales are the most successful. We use cookies to gain similar information virtually so that we can identify ways to improve the customer experience. On the Web, cookies help us develop a similar understanding so that we can continue to improve the arrangement, offerings, and usability of