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Enrolled Agents • Tax Professionals
 Call us at: 925-265-4421
In order to meet the requirements of the Gramm-Leach-Bliley Act of 1999 (Public Law 106-102), please be aware of the policy of this firm.



In order to prepare and complete your tax returns, we collect nonpublic personal information about you from the following sources:

  Information received from you on tax organizers, worksheets, client questionnaires and other documents;
  Information you provide via personal interview, telephone conversations, faxes, emails and email attachments;
  Information about your transactions with us; and
  Information we receive from others on your behalf.


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 your information only to 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 the federal standards to guard your nonpublic personal information.


Your privacy is important. Please trust that protecting your information is equally important. Please call us at (925) 265-4421 if you have any questions.
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2190 Meridian Park Blvd Suite A
Concord, CA 94520
Phone: 925-265-4421 
Fax: 1-888-955-1199