I am committed to providing close, personal attention to my clients. I take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. My continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of my commitment to excellence.

I believe that the lessons that I have learned during the past three decades with rapidly growing companies in and around Silicon Valley serve to provide my current and future clients with a wealth of resources. Part of my value-add is the fact that I have seen virtually hundreds of business situations and that I have developed tools with which to approach each one.

Equally important, all of us should have fun and learn in the process.

PRIVACY POLICY

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

Types of Nonpublic Personal Information I Collect

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

Parties to Whom I Disclose Information

For current and former clients, I do not disclose any nonpublic personal informaiton obtained in the course of my practice except as required or permitted by law. Permitted disclosures include, for instance, providing infomration to my employees and, in limited situations, to unrelated third parties who need to know that information to assist me in providing services to you. In all such situations, I stress the confidential nature of information being shared.

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

I retain records relating to professional services that I provide so that I am 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, I maintain physical, electronic, and procedural safeguards that comply with professional standards of CPAs.

Please call if you have any questions, because your privacy, my professional ethincs, and the ability to provide you with quality financial services is very important to me.