Our Privacy Policy was developed to respect the privacy of all potential clients, current clients and website visitors.

This policy outlines:

  • What information we collect through the normal course of business and on our website and web applications.
  • How we use that information.
  • How we protect private information.

We hold our employees, vendors, contractors, suppliers, and trading partners to meet this same set of policies.

What information we collect

We collect information in order to help us serve your needs better and to inform you of our programs. We collect personal information that you choose to give to us, as well as, other information that is automatically collected when you visit our websites and web applications.

Information you choose to give to use includes, but is not limited to, the following:

  • contact and identification information, such as your name, address, telephone number, social security number and e-mail address;
  • information concerning your legal needs such as business files, tax information, financial information such as loans, equipment and contracts;
  • business relationship information including information related to your preferences, feedback and information requested by or provided to you.
    • the pages visited on the website,
    • the date and time of the visit,
    • the internet address of the referring site,
    • the domain name and IP address from which the access occurred,
    • the device used,
    • the version of browser used,
    • the capabilities of the browser,
    • general demographics and interest categories of users, and
    • search terms used on our search engines.

We collect this information when you provide it to us by various means but not limited to in-office visits, emails and our website.

We also may have information that is automatically collected when you visit our websites through web visit logs and cookies.

  • Web visitor logs

We collect and store information from online visitors to help manage our sites and improve our services. This information includes:

  • Cookies

Cookies are pieces of information stored by your web browser on behalf of a website and returned to the website on request. Our websites may use cookies for two purposes: to carry data about your current session at the site from one web page to the next, and to identify you to the site between visits. If you prefer not to receive cookies, you may turn them off in your browser, or may set your browser to ask you before accepting a new cookie.

How do we use your information?

In general, your information may be used to:

  • Contact you regarding your tax and accounting needs,
  • Manage your business concerns,
  • Plan your estate as well, and
  • Improve our services.
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