Privacy Policy

Your privacy is important to us and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential. We hope that by taking a few moments to read this, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.

Types of Information We Collect

We collect certain personal information about you, but only when you provide that information or when we obtain it with your authorization. We use that information to prepare your personal income tax returns and might also use it to provide you with various tax and financial planning services at your request.

Examples of sources from which we collect information include:

  • Interviews and phone calls from you
  • Letters or e-mails from you
  • Tax return or financial planning organizers
  • Financial history questionnaires


Parties to Whom We Disclose Information

As a general rule, we do not disclose personal information about our clients or former clients to anyone without their express permission. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in situations such as, but not limited to, the following:

1.  To comply with a validly issued and enforceable subpoena or summons from federal, state or local government authorities;

2. In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization;

3. As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue or defend against the lawsuit, and to take reasonable precautions to ensure that the information disclosed does not become a matter of public record; and

4. To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party that prohibits them from disclosing or using the information other than for the purposes for that it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a record-retention agency to store prior year records.)


Confidentiality and Security of Nonpublic Personal Information

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct and nondisclosure agreements where appropriate. We also maintain physical, electronic and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration or premature destruction.

Questions about our privacy policy? Call us at 312-857-8379.

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