This company is the sole owner of the information collected from you as a client. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.
We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g., to grant financial institutions access to your tax information via SmartVault. For your protection we will only use the SmartVault portal to relay sensitive documents.
Unless you ask us not to, we may contact you via email or text in the future to remind you of appointment dates or important deadlines regarding tax information.
We will use any information you provide to:
We take precautions to protect your information. When you submit sensitive information to our company through SmartVault, your information is protected. We may communicate with you or others through email transmission. As emails can be intercepted and read, disclosed, or otherwise used or communicated by an unintended third party, or may not be delivered to each of the parties to whom they are directed and only to such parties, we cannot guarantee or warrant that emails from us will be properly delivered and read only by the addressee. Therefore, we specifically disclaim and waive any liability or responsibility whatsoever for interception or unintentional disclosure of emails transmitted by us in connection with the performance of our services as your tax preparer. In that regard, you agree that we shall have no liability for any loss or damage to any person or entity resulting from the use of email transmissions, including any consequential, incidental, direct, indirect, or special damages, such as loss of revenues or anticipated profits, or disclosure or communication of confidential or proprietary information.
This site is in compliance with the Federal Trade Commission (FTC) business privacy laws and the Children’s Online Privacy Protection (COPPA)
We strive to provide you with critical and useful information related to your accounting needs. You can update your communication preferences at any time by contacting us through email, text, calling, or in person communication. Additionally, your personal notification preference will be a part of your pretax planning paperwork that you submit each year.
You can unsubscribe from email or text at any time by replying STOP.
You have the right to:
You can control or reset your cookies through your web browser at any time. Your web browser will also allow you to customize your cookie preferences and to refuse all cookies or to indicate when a cookie is being sent.
This site is compliant with California Online Privacy Protection Act (CalOPPA)