Privacy Policy

Here is our Privacy Policy as 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.

If you have any further questions or concerns please call at 714.842.1234.


Cancellation Policy

We understand that in our busy world rescheduling an appointment may, on occasion, be necessary. However, we request that if you must reschedule, at least a 24 hour notice be given.

There will be a charge of one hour at one hundred seventy five dollars ($195) for missed appointments or rescheduling appointments with less than a 24 hour notice.

Our voice mail or E-mail services will not take any cancellations. All cancellations must be handled by the front office.