We understand the importance of security when dealing with your personal information. Our computers are maintained by professional technicians with experience in cybersecurity protocols. We use firewalls and passwords on all computers, databases and tax software to ensure your privacy is protected. We use ShareFile® for document sharing and RightSignature™ for e-signatures of tax returns when requested by clients. All paper containing any personal client information is shredded on site or maintained in hard files on site. We highly recommend using ShareFile® to submit any electronic information to our office. Please limit your use of email to send personal information. Contact us to have a ShareFile® folder set up for you to access.
Types of Nonpublic Personal Information We Collect
Parties to Whom We Disclose Information
Protecting the Confidentiality and Security of Current and Former Clients’ Information