Privacy & Security

Attorneys, like other professionals who advise on personal and financial matters, are now required by a new federal law to inform their clients of their policies regarding the privacy of client information. Attorneys have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by this new law. Therefore, Anderson Business Advisors has always protected your right to privacy. In the course of providing our clients with income tax, estate tax, and gift tax advice, we may receive significant personal and financial information from our clients. If you are a client of Anderson Business Advisors, P.L.L.C., you should know all of the information we receive from you is held in strictest confidence and is not released to people outside the firm, except as agreed by you, or as required under applicable law.

We retain records relating to professional services we provide so 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. We keep our client information confidential.