All information shall be held in the strictest confidence!Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999. Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding privacy of client information. Our firm continues to adhere to professional standards of confidentiality that are even more stringent than those required by law. We have always protected the security and privacy of your personal and financial information.
Types of Nonpublic Personal Information We Collect
The only nonpublic personal information we collect is provided to us by you or obtained with your authorization. We may collect nonpublic personal information about you from the following sources:
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures may include providing information to our employees, or, in limited situations, to unrelated third parties who need that information to assist us in serving you. In all situations, we stress the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Clients' Information
We retain records relating to our professional services to better serve your professional needs and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Online information is stored on secure servers located in Thomson Reuters SAS-70 certified datacenters.
If you have any questions about this policy, please do not hesitate to contact us.
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Our Services
Since 1970, our firm has been providing clients with quality tax and accounting services in the Central Massachusetts area. Specializing in individual and small business accounting, we offer a full range of services designed to help you achieve your goals. Contact us today to find out how we can help you plan for a brighter financial tomorrow.
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