Privacy Policy:

In order to prepare tax returns or perform other services that you have requested, I collect confidential information from the following sources:

• Information furnished by you, including tax documents, questionnaires and worksheets;
• Information obtained from third parties whom you have authorized me to contact on your behalf, such as stockbrokers or attorneys; and
• Information about you obtained in the course of performing services for other clients, such as your employer, family members or business associates.

I maintain physical, electronic and procedural safeguards to protect the confidentiality of your information. I restrict access to your confidential information to those associates or service providers with whom I maintain appropriate confidentiality agreements. I shall not otherwise disclose any of your confidential information without your consent, except as such disclosure may be required by law, legal process, or the standards of the profession. Former clients remain entitled to the privacy protections described in this notice.

Please note: Although information in my possession is deemed confidential, it is generally NOT protected by legal privilege. I cannot guarantee against the loss of information by fire, theft, computer failure or other circumstances beyond my control. I recommend discretion when communicating by unsecure technologies such as email, fax or wireless phone.

Copies of tax returns: Due to privacy and professional liability issues, I cannot send copies of your tax returns to anyone other than you.

Record retention policy: Client records are retained for five years and thereafter are subject to destruction without notice.