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Privacy Policy

Your Privacy is Important to Us

We highly value your trust and confidence in us and want to assure you that your personal information is kept completely confidential by us. As an accounting firm, we adhere to the highest level of professional ethical responsibility and obligations to protect your information. We maintain the highest confidentiality standards and operate under strict ethical responsibilities mandated by the American Institute of Certified Public Accountants.


TYPES OF INFORMATION WE COLLECT

In order to fulfill our engagements and meet your business needs, we collect certain information about you. This information is either provided by you or obtained by us with your authorization. We use that information to prepare financial statements, tax returns, and other documents. We also may use it to provide various other accounting, tax and financial planning services to you at your request.


PARTIES TO WHOM WE DISCLOSE INFORMATION

We do not disclose any non-public personal information about our clients or former clients except as required by law, the Code of Professional Conduct of the Pennsylvania Institute of Certified Public Accountants (PICPA), or the Ethics Rulings of the American Institute of Certified Public Accountants (AICPA).

The law permits disclosure in certain circumstances, such as if we must share information to protect against fraud or to protect against credit risk, in response to a court subpoena, and sharing with others who may be assisting us in compliance with professional standards or who assist us in providing tax preparation and other services to you.


PROTECTING THE CONFIDENTIALITY AND SECURITY OF YOUR PERSONAL INFORMATION

Keeping your information confidential and secure is of utmost importance to us. We retain records relating to professional services that we are engaged by you to perform, so we are better able to assist you with your professional needs. We maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information and business records.


OUR PLEDGE TO YOU

Our professional ethical obligations and responsibilities demand the highest regard and duty toward the confidentiality of your personal information and security of your privacy. We will continue to protect the privacy and security of your information and perform services for you with the highest level of integrity. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such manner as to always maintain your trust and confidence.

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