Privacy Policy

Privacy Policy

Certified Public Accountants, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Certified Public Accountants have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information

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, 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.

Protecting the Confidentiality and Security of Current and Former Clients’ Information

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.


When visiting our website certain information is automatically collected. Common information may include log information: IP address, device identifier, browser type, operating system, information about your use of the Website, and data regarding network-connected hardware. 
The information collected is obtained by user input and in the form of “cookies” (A small file containing the address of the Web site and codes that your browser sends back to the Web site each time you visit a page to provide the user a more personalized experience.)

Google Analytics

This site uses Google Analytics in connection with our website to gather data such as age, gender and interests to provide advertising targeted to suit your interests and preferences. Google Analytics collects anonymous information that is not used to identify a particular user. This information helps us better understand how visitors use our website and detect and defend against fraud and other security risks.

Third-party services

We also may obtain information about you from other sources, including third-party services. Such collection may occur on certain parts of the Website that are powered and facilitated by third parties such as the Schneider Downs Client Portal (powered by Suralink), Make A Payment Portal (powered by Pineapple Payments), the Career Portal and Talent Accusation Portal (powered by Cornerstone), Wealth Management Orion Client Portal (powered by Orion Advisor Tech), Wealth Management Charles Schwab Portal (powered by Charles Schwab), Wealth Management 401(k) Plan Portal (powered by SD Retirement Solutions), Wealth Management Elite Money Portal (powered by eMoney Advisor, LLC) and the Wealth Management Fidelity Investments Portal (powered by Fidelity Investments). We will treat such data in accordance with this Privacy Policy. We are not responsible or liable for the accuracy of the information provided by third parties or for third-party policies or practices.


This site has security measures in place to protect the loss, misuse, and alteration of the information under our control.


Our site provides users the opportunity to opt-out of receiving communications from us at the point where we request information about the visitor.

To remove information from our database and to not receive our service you can send an email to


To change or modify information previously provided please email

Contacting the Website

If you have any questions about this privacy statement, the practices of this site, or your dealings with this website, you can contact

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