We hope that by taking a few moments to read this policy, you will have a better understanding of how we strive to protect the information you entrust to us.

Types of Information We Collect and How We Use It

We collect certain personal information about you – but only when it is provided by you or is obtained with your permission. We use this information to prepare your tax returns and affect relevant tax planning for you.

Parties to Whom We Disclose Information

As a general rule, we do not disclose nonpublic personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed to comply with a validly issued and enforceable subpoena or summons, or to allows us to render appropriate services to you.

Confidentiality and Security of Your Personal Information

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations top guard your personal information from unauthorized access, alteration, or premature destruction.

Disposal of Information

All printed information is shredded in accordance with our Record Retention Policy. All electronic information is deleted from our computers in accordance with our Policy.

We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser and we will work to continue earning your trust.

— Cornelius, Stegent & Price, LLP