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Privacy Policy

We never unfold our client’s confidential data to any outsider, other than as permitted under the law.

We highly care the trust and faith that you have shown in us and assure you to maintain the integrity, secrecy, confidentiality, and security of all your data and information that you have handed us. Before collaborating with us for proceeding the projects, it is necessary to become familiar with our privacy policy and the terms on which we work.

As a CPA firm, we abide the most optimal level of professional moral responsibility and commitment to secure the privacy of your data. We collect the confidential and personal information of the client for furnishing or offering our services and products. The type of data that we may collect includes:

  • Details about tax organizers, applications, worksheets and other documentation such as your name, address, DOB, assets, income sources, social security number and other financial and tax attributes.
  • Details regarding your investment and payment history including your transactions with our affiliated firms and us.
  • Details of a consumer-reporting agency.

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