Our Privacy Policy

Privacy Policy

Your financial and personal privacy is important to Maggart & Associates, P.C. We are dedicated to maintaining the confidentiality of your personal information, while still being able to provide you with the quality professional service you are accustomed to receiving from us. We describe below the way that we handle your personal information in keeping with the professional standards of confidentiality of our profession.



If you are unable to access this Privacy Policy due to a disability or any physical or mental impairment, please contact us and we will arrange to supply you with the information you need in an alternative format that you can access.


Sources of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you directly or indirectly:

  • In writing via regular mail, email, or over the Internet.
  • Verbally via the phone or meetings.
  • From third parties, with your authorization.
  • From transactions with our affiliates or us.


Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course performing our services except as required or permitted by law.

Permitted disclosure of your nonpublic personal information is restricted to employees and other parties who need access to that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared and that they are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable.


Protecting the Confidentiality and Security of Nonpublic 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. To guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. Please contact us if you have any questions or concerns about the confidentiality of your information.



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If you have any questions about our privacy policy, please contact us.



Tax or professional advice contained in or accompanying this document or website, unless otherwise specifically stated, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in or accompanying this document. In addition, unless otherwise specifically stated, any advice provided shall not be deemed a formal tax opinion upon which the addressee can rely.