We collect personal, nonpublic information about you from the following sources:

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• Information we receive from you on documents, worksheets, tax documents, and applications;

• Information we receive from agencies reporting consumers;

• Information about your transactions with us or others;

• Information we receive from you in the form of emails or other correspondence with our office.

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We never disclose personal, nonpublic information about clients - current or former - to any person, except where it is permitted by law. 

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We will never sell or give your nonpublic personal information to any other person or organization.

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Access to your information is only available on a need-to-know basis to members of our firm in order to provide services to you. We guard your nonpublic personal information with safeguards that comply with federal regulations.

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We reserve the right to modify this privacy policy at any time. Changes and clarifications will take place immediately upon their posting to our website.