CPAs, like all providers of personal financial services, are 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, we have always protected your right to privacy.



We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. This information may be of a personal or family nature (such as the name, address, telephone number, FAX number, email address, social security number and birth date of you and your family members) or of a financial nature (such as your assets, liabilities, income or expenses).



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, to 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.



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.



This site is provided for the purpose of introducing the services provided by our firm. We believe that online privacy is important and this statement sets forth our privacy policy and describes the practices we follow to respect the privacy of all visitors to this site. We utilize fair information practices designed to protect your privacy. We welcome visitors to our site and we want you to be informed about our privacy practices.

Our firm is committed to personal privacy and has adopted a set of information management guidelines disclosing the information gathering policies for this website. We are responsible only for this site. We are not responsible for the content or privacy policies of any sites linked here. The primary tenets of our policy are as follows:



There are a number of different types of first-party and third-party cookies our website uses:

  • Necessary – Necessary cookies help make a website usable by enabling basic functions. The website cannot function properly without these cookies. ATA CPAs uses these cookies so that we recognize you on our website and remember your previously selected preferences (i.e. cookie consent state for the current domain).
  • Preferences – Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language.
  • Statistics – Statistic cookies help us to understand how you interact with our website by collecting and reporting the content you viewed, the links you followed and information about your browser, device, and your IP address. This information is crucial to continuously improve our website usability and content.
  • Marketing – Marketing cookies are used by third-party applications to track visitors across websites. We have integrated these for your ease of website use (i.e. save preferences and logins for social media platforms), but those applications may also use cookies to display ads that are relevant and engaging for individual users and thereby more valuable for those publishers and their third-party advertisers.

Registration: We do not require registration for access to this site.

Credit Card Information: We do not collect credit card information.

E-mail Addresses: Whenever you submit an inquiry through a form available on this site, we will retain your address. However, it is not revealed to any third-party for any reason without your express authorization.

If you would like to opt out of any e-mail contact we may have established with you or have us delete any personal information we may have obtained as a result of a prior visit to this site, please contact us.