Privacy Policy

Your Privacy Matters to Us

We value the trust you place in us and want you to feel confident that your personal information is kept safe and private. As a Certified Public Accounting firm and a member in good standing of the Georgia Society of Certified Public Accountants and American Institute of Certified Public Accountants, we follow strict ethical rules to protect your information. This Privacy Policy explains what information we collect, when we might share it, and how we keep it secure.

What Personal Information We Collect

To help with your tax returns, financial planning, and other services, we gather different types of personal information, sometimes including private details, from these sources: 

• Information you give us during meetings, phone calls, emails, mail, through our website or secure client portal, on tax forms, or other documents. This includes your name, address, Social Security number, income, investments, and other financial details.
• Information collected when you visit our website, such as cookies that store your site preferences and your internet provider's IP address.

When We Share Your Information

We will not share your personal information with anyone unless you give us clear permission, except in certain legal situations. For example, we may share information to prevent fraud, respond to legal requests, or comply with professional reviews.

How We Protect Your Information

We take your privacy seriously. We use industry-standard methods to keep your information safe and secure. This includes physical, electronic, and procedural protections. Only employees who need your information to help you can access it. Our team follows strict confidentiality rules and guidelines.

If You Are No Longer Our Client

Even if you stop using our services, we will continue to protect your personal information according to this policy.

Our Commitment to You

As Certified Public Accountants, we are held to the utmost standards in keeping your personal information confidential and secure. We promise to handle your information carefully, use it properly, and complete our work in a way that continuously fosters trust and confidence.