Last Updated: June 20, 2026

This Privacy Policy explains how we handle information on our website. Our website is purely informational, designed to share our firm's history and provide our contact information.

Information Automatically Collected Like most websites, our web hosting servers automatically collect limited, non-identifying information to ensure network security and website functionality. This may include your IP address, browser type, and the date/time of your visit. We do not use this data to identify individual visitors.

Information You Voluntarily Provide This website does not feature contact forms, user portals, or account registrations. If you wish to contact us, you may do so using the phone number, email address, or fax number provided on our contact page. Any personal or financial information you share during those direct communications is handled in strict accordance with professional CPA confidentiality standards and federal regulations, separate from this website.

Cookies and Tracking We do not use tracking pixels or third-party advertising cookies on this website to track your browsing habits across the internet.

Updates to this Policy We may update this policy occasionally to reflect changes to our website hosting environment. Any updates will be posted here with a revised "Last Updated" date.

California Board of Accountancy Notice For questions or complaints regarding a certified public accountant or a public accounting firm, you may contact the California Board of Accountancy at 2450 Venture Oaks Way, Suite 300, Sacramento, CA 95833, by phone at (916) 263-3680, or online at www.cba.ca.gov.