Privacy Policy
Enrolled Agents (EAs), like all providers of personal financial services, are required by law to inform their clients of their policies regarding privacy of client information. EAs have been and continue to be bound by professional standards of confidentiality that are even more stringent then those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect:
We collect nonpublic personal information about you that is provided to us or obtained by us with your authorization.
Parties to Whom We Disclose Information:
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, provided information to our employees, and in limited situations, unrelated third parties who need to know that 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 nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards. This privacy policy applies to our current and former customers.
Information Security
We maintain physical, electronic and procedural security measures that comply with applicable legal and regulatory standards to safeguard your non-public personal information. Access to such information is restricted to those employees who are trained in the proper handling of client information and have a legitimate business need to access that information.
Our Commitment
Your Privacy is important to us. We are committed to work with you to protect and safeguard the security of your personal customer information. Please contact if you have any questions.
