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 you submit through our website, such as when you complete our Contact Us form and other online forms;


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.

We take your security seriously and we do not disclose any nonpublic personal information about our clients or former clients to anyone, except as required by law.

If you have questions about this policy, please do not hesitate to contact us.