DISCLAIMER

Money Doesn’t Come Without Guidance ...

PRIVACY POLICY

Here is our Privacy Policy 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.

Online information is stored on secure servers located in SOC 1 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact us.

We might use Google Analytics and third-party re marketing cookies for serving advertisements from third-party vendors including Google to the visitors who have already visited our website on sites across the internet. Also, we might display our advertisements to the previous visitors who have already viewed certain pages of our site. Moreover, our advertisements will also be visible to them who haven’t completed their action on our site such as submission of contact form to make an enquiry.

In case, you want to opt out of Google’s use of cookies, Browse Google’s Ads Settings (http://www.google.com/settings/ads). Also, you can opt out of third-party vendor’s usage of cookies; you can visit the Network Advertising Initiative opt-out page

DISCLAIMER

The Company is not, and must not be construed as, an accounting firm. The Services are not, and must not be deemed to be, any kind of financial statement reporting engagement (including an audit, attestation, review, or compilation). The Services are not subject to the rules of the relevant statutory or professional regulator, including but not limited to the Board of Accountancy having jurisdiction or the AICPA.

 

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