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Privacy Policy

Your privacy is important to us, and maintaining trust is one of the main objectives. We respect your right to keep your personal information confidential and understand the desire to avoid unwanted solicitations. Recent changes in the law requires us (and banks, brokerage houses and other financial institutions) to let you know about our privacy policy - we are more than happy to do it. We hope that a few minutes to read, you can gain a better understanding of what to do about the information you have provided to us, and how we keep it confidential and secure.

The type of information we collect:

We collect certain personal information about you - but only if the information is provided by you or by your permission. This information can prepare tax returns, and also different tax rates in budget planning with you on request.

Examples of resources which has the following specifications:

Interviews and phone calls with you,
Letters or e-mails from you,
Tax returns and financial planning and organization
Questionnaires were financially involved.

B. party data

Generally, any personal information about our customers or former customers to third parties. However, if the law and the status of each protocol in force, does not necessarily public information may be disclosed in the following instances:

Summons or subpoena is valid and enforceable
Review is part of the company to allow the state or national license board, or is necessary to solve the query or complaint to the license committee response organization.
Reception future sale or merger of all or part of the work shall, provided they take appropriate measures (such as a written confidentiality agreement) prospective buyer or merger partner does not disclose the investigation.
Associated with existing and threatened litigation or other proceedings to resolve disputes, initiating or against us, provided we can only provide the information necessary to file, prosecute or defend against application and take reasonable steps to ensure that is to ensure that the information which may not be a matter of public interest.
Information about the company and its affiliates alienated or parts of third parties that provide services or functions for us and our services, but only if there is a contractual arrangement with another entity that prohibits or disclose the information for purposes other than those who provide it. (This information shall include, among service agency to process tax returns or data storage services to store files on the previous year.)

C. confidentiality and security of nonpublic information

Except in this notice, we restrict access to nonpublic personal information to employees and others who use this information to provide services. You're right, continue to use and disclose information will be limited to company policy, laws, ethics, and confidentiality agreements where appropriate. We maintain physical, electronic and procedures in accordance with relevant laws and regulations to protect personal information against unauthorized access, alteration or destruction soon.

Thank you for serving our accounting, tax and financial planning needs. We appreciate your business and we are committed to protecting your privacy. We hope that you will see business as the biggest winner, and we will work to continue to earn your trust. Please contact us if you have any questions, or if it can be useful later.


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