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 a Certified Public Accounting firm, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of your information. We adhere to stringent confidentiality standards for all of our clients under strict ethical responsibilities mandated by our membership in both the American Institute and Rhode Island Society of Certified Public Accountants.

This Privacy Policy summarizes what information we collect about you, the limited times when we may share it with others, and how we protect your privacy.

TYPES OF PERSONAL INFORMATION WE COLLECT

In order to meet your needs in the course of tax preparation, tax and financial planning, and tax compliance engagements, we collect various types of personal information about you from the following sources:

Information that we receive from you when we meet with you in person or over the telephone, when you send us information by mail or email, on tax preparation worksheets or other documents used in preparing your tax returns or in providing other services to you. Such information may include, for instance, your name, address, birth date, social security number, income and investment sources and amounts, bank account numbers, passwords and other tax and financial attributes about you.

Information about your transactions with us or others. Such information may include, for instance, investment allocations and performance, investment objectives, parties to transactions, account balances, and payment history.

Information we receive from you, or send to you, at your request if you contact us online. We will retain the information you provide us to deliver email messages to you. We may retain the content of your email messages, your email address, and our subsequent response to you.

While we prefer not to communicate via SMS, we will respond to SMS messages.  We will never initiate SMS messages for promotional purposes.

PARTIES TO WHOM WE DISCLOSE INFORMATION

We do not share personal information with unaffiliated third parties without your express consent, except as permitted by law and as described below.

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.

SMS opt-in or phone numbers for the purpose of SMS are NOT shared.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF YOUR PERSONAL INFORMATION

Keeping your information confidential and secure is of utmost importance to us. We maintain physical, electronic, and procedural safeguards to guard your personal information. In doing so, we restrict access to your personal information to those employees who need to know that information to provide services to you. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations. Should your status become inactive or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.

We cannot stress enough the importance of NOT emailing or texting your sensitive personal information, particularly social security numbers, birth dates, bank account numbers and passwords.  This information should be uploaded to our secure portal, mailed, hand delivered or called in by phone. 

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 protect your personal information, use it appropriately, and accomplish our engagements with you in such manner as to always maintain your trust and confidence. Please contact us if you have any questions.

YOUR RESPONSIBILITY

We cannot emphasize enough the importance of protecting your own privacy and your identity.  NEVER email or text sensitive documents with your social security number, banking information, logins, or passwords.  To help you protect your privacy and your identity we utilize a secure portal to exchange documents and encourage you to utilize this service by uploading your tax documents to this portal.