Privacy Policy

Your privacy is extremely important to us, and maintaining your trust is one of our top priorities. We respect your right to keep your personal information confidential and understand your preference to avoid unsolicited communications.

We collect certain personal information about you only when you provide it voluntarily or when we obtain your authorization. This information is used to perform accounting tasks and to offer additional financial services if you request them. Sources include interviews and phone calls with you, emails, financial documents, and questionnaires about your financial history.

As a general rule, we do not disclose personal information about current or former clients to third parties. In certain circumstances permitted by law, we may disclose non-public personal information to comply with valid court orders or in reviews of our practices by regulatory authorities, always under confidentiality agreements. We may also share information with outside service providers who help us deliver our services, provided they are contractually obligated to use it only for that purpose.

If you have questions about this policy, please contact our office.