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Privacy Policy

Privacy Statement

CPAs, like all providers of personal financial services, are now required by law to inform their clients of theirpolicies regarding the privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than 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 by you or obtained by us with your authorization.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any non-public personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to 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 withyour professional needs and, in some cases, to comply with professional guidelines. To guard your non-public personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Please call us if you have any questions, because your privacy, ou rprofessional ethics, and the ability to provide you with quality financial services are very important to us.

Peer Review

In September 2023, we received a “pass” rating from the CPA firm of HBE of Lincoln, Nebraska, for our peer review. You can full results of the peer review here.

Email Disclaimer

If any electronic mail message contains statements concerning taxation, those statements are provided for information purposes only and are not intended to constitute tax advice that may be relied upon to avoid penalties under any federal, state, local, or other tax statutes or regulations. Upon request, we can provide you with
express written tax advice after necessary factual development and subject to such conditions and qualifications as we may deem appropriate in the circumstances. Electronic mail message and any attached files contain information intended for the exclusive use of the individual(s) or entity to whom it is addressed and may contain information that is proprietary, privileged,confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you arehereby notified that any viewing, copying, disclosure or distribution of this information may be subject to legal restriction or sanction. Please notify the sender, by electronic mail or telephone, of any unintended recipients and delete the original message without making any copies.