We collect nonpublic personal information about you that is provided to us by you or obtained by us from third parties with your authorization.
For current and former clients, we do not disclose any nonpublic 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. Download the Consent and Disclosure Form.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions, because your privacy, our professional ethics and the ability to provide you with quality financial services are very important to us.
We are dedicated to keeping clients abreast of the latest tax law changes, planning strategies and vital tax-related information. Click on your topic of interest and find a wealth of information.
Address: 1300 West Centre Avenue, Suite 200, Portage, MI 49024 • Phone: 269-321-9200
Goudy Bookletter 1911