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All users of our Web site should know that the information contained on this site is intended to provide general guidelines on various subjects. The applications of laws vary depending on specific facts and circumstances. Thus, this information should not be construed or used as legal, accounting, tax, investment, or other professional advice. We urge you to consult a qualified XPonent Group professional who understands your particular factual situation before making any decision.
Further, we cannot warrant that this Site will be uninterrupted, without delay, error-free, omission-free, or free of viruses. Therefore the information is provided as is without warranties of any kind, either express or implied, including accuracy, timeliness and completeness. Your use of this information is at your own risk. You assume full responsibility and risk of loss resulting from the use of this information. XPonent Group will not be liable for any direct, special, indirect, incidental, consequential, or punitive damages or any other damages whatsoever, whether in an action based upon a statute, contract, tort, or otherwise relating to the use of this information.
Some of the links on our pages will let you leave our site. The linked sites are not under our control and therefore we are not responsible for the content of any linked site or any changes or updates to such sites. We are providing these links to you only as a convenience, and the inclusion of any link does not imply any endorsement by us.
Privacy Policy
Your privacy is important to us and maintaining your trust and confidence is one of our priorities. We respect your right to keep your information confidential and to avoid unwanted solicitations. We hope you will take a moment to read how we handle your personal information.
Types of Information We Collect
We collect certain personal information about you that is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and to provide various tax and financial planning services to you at your request.
Examples of sources from which we collect information include:
• Client interviews and phone calls
• Letters or e-mails from you
• Tax return organizers
• Financial history questionnaires
Parties to Whom We Disclose Information
We do not, as a general rule, disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
- Complying with a validly issued and enforceable subpoena or summons.
- In the course of a review of our firm's practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.
- In the event of a prospective purchase, sale, or merger, provided that we take appropriate precautions through a written confidentiality agreement so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
- As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to insure that the information disclosed does not become a matter of public record.
- To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed.
Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our Firm, applicable law, our code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
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