In the course of providing our clients with income tax, estate tax, and gift tax advice, we receive significant personal financial information from our clients. As a client, you should know that all information we receive from you or develop in the course of our engagement is held in confidence and is not released to people outside the firm, except as agreed to by you or as required under an applicable law.
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.
We are committed to safekeeping your confidential information and protecting your privacy.