As tax preparers, we have always protected your right to privacy. Like all providers of personal financial services, we are now required by law to inform our clients of our policies regarding privacy of client information.

Types of Non public Personal Information We Collect

We collect non public personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any non public personal information obtained in the course of our practice except as required by law. Permitted disclosures include for instance, providing information to our employee, and in limited situations, to unrelated third parties who need to know the information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients' Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your non public personal information, we maintain physical electronic, and procedural safeguards that comply with our professional standards. If you have any questions, please call us at 630-663-1500. Because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.