“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 CPA Website Solutions SOC 1 certified datacenters.
If you have any questions about this policy, please do not hesitate to contact us.”


Secured Socked Layer (SSL) Advanced Encryption Standard (AES) encryption using 128 to 256-bit keys ensures the security and privacy of the files and information transmitted through and stored in the Document Vault, Client and Firm Portal. 256-bit encryption is the highest available using the Advanced Encryption Standard.

To decipher a 256-bit SSL communication requires generating the proper decoding key out of the 2256 possible values, rendering the encrypted data practically impervious to intrusion. Even by systematically trying every possible key combination, cracking at 256-bit encryption is computationally unfeasible.