Required by the Gramm-Leach-Bliley Act of 1999.
We collect nonpublic personal information about you from the following sources:
Information we receive from you on applications, tax organizers, worksheets and other documents;
Information about your transactions with us, our affiliates, or others;
Information we receive from a consumer-reporting agency.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
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.
If you have any questions about this policy, please do not hesitate to contact us.
No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.
Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.
Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.
We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications, due to the constantly changing tax laws.
Disclaimer of Warranties and Limitations of Liability
This website is provided on an "as is" and "as available" basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.
Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content or accuracy found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.
Data Retention Policy:
Your data is important to us. We will retain data that we deem important based upon our opionion, Tax statutes and Florida law. We will maintain data for as long as you are a client. The form of the data may be paper or electronic at our choice. If our relation is terminated by either party, we will maintian your electronic data for a period of at least 6 months but not longer than 1 year. Paper data (if any) must be retreived within 10 business days from the date of termination. Termination may be in the form of email, fax, or mail, but must be written. We will forward copies of electronic data, that is not proprietary to you. We ill not forward data to a new Firm, due to privacy laws.
Secure Portal Policy: For Security and Privacy we do not list Our Secure Portal on our Website. Please click the "contact" button at the bottom and requst access.