Financial Insights & Tax Tips for Private Practice Dentists

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The SECURE Act 2.0: What You Need to Know

Notable retirement plan provisions in the SECURE Act 2.0.

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Greater Austin TX Dental CPA HQ

1603 Medical Parkway
Suite 300
Cedar Park, TX 78613

p: 512-582-7501

f: 877-812-4045

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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, 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. 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.