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Terms and Conditions of Use
Please carefully read the Terms and Conditions as stated on the legal pages (right-hand links) relating to the use of our web site. By using our web site, you agree to these Terms and Conditions. If you do not agree to these Terms and Conditions, please do not use our web site. We reserve the right to revise these Terms and Conditions or any portion of them at any time without notice by updating this posting.
Privacy Policy
Below 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 you 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.
If you have any questions about this policy, please do not hesitate to contact us.
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