privacy policy

We'll rent or sell your info to anyone willing to pay.  Ha! Just kidding.

As a Certified Public Accountant, I have always maintained policies to protect the privacy of your info and certainly have no problems explaining those policies.  I find it sad that Congress believes it is doing anything useful or protecting people by passing privacy laws when it is congressional policies that make your information vulnerable to begin with.  While attempting to fulfill legal obligations, I have tried to avoid confusing legalese.  If anything is unclear or you have any questions, please feel free to ask.

My firm collects info from you in various ways including forms, documents, and statements you provide to us or provided by others you authorize.  We do not disclose nonpublic personal information obtained in the course of our practice except as required or permitted by law.  Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing the services you hired us to perform.  In all such situations, we stress the confidential nature of information being shared.

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines.  In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.  Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

This web site may provide a blog or discussion board. This area is NOT used to collect information. This area is used for the sharing of information. Please remember that any information you post to these areas is public information and you should exercise caution.

Cookies:  We don't know if this site sets or collects cookies.  If it does, we do nothing with that info.  We don't even know what that info may be.  If our web hosting company does something with that info, we don't know.  We doubt it since it would be useless to them, but since we have no idea how these cookies actually work, we don't know.  You can set your browser to reject cookies.  Then you don't have to worry about it.  
That's what we do.  In addition to not collecting cookies on this site, to help limit our sugar intake we tend to not eat many cookies.  However, we think a peanut butter chocolate chip oatmeal cookie would be a good idea.  While we do limit our sugar intake, if you wanted to bring some cookies when you drop off your tax info, we wouldn't be opposed to that.