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Privacy Notice

Your privacy is a priority.

Types of Nonpublic Personal Information We Collect

In connection with providing services to you, DFJacobsonCPA collects nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information

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, DFJacobsonCPA stresses the confidential nature of information being shared.

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

DFJacobsonCPA retains 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. We maintain physical, electronic, and procedural safeguards that comply with our professional standards to guard your personal information. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.


Attention: Please read this disclaimer carefully before viewing the DFJacobsonCPA website. By using this website, you agree to the following and acknowledge your understanding of this disclaimer.

The materials provided in the website have been included to offer general information on a particular subject or subjects and are not an exhaustive treatment of such subjects. Accordingly, the information in the website is not intended to constitute legal, accounting, tax, investment, consulting, or other professional advice or services. Before making any decision or taking any action which might affect your personal finances or business, you should consult a Bauman professional advisor.

DFJacobsonCPA’s website provides links to other sites that may be useful or informative. These links to third-party sites or information are not intended, and should not be interpreted by readers, as constituting or implying our endorsement, sponsorship or recommendation of the third-party information, products or services found there. Because these sites are developed and maintained by their respective organizations, DFJacobsonCPA does not provide any guarantee regarding the accuracy of information provided within these links or the content of any file the user might choose to download from a third-party site.

Circular 230

Pursuant to treasury regulations concerning Circular 230, please be advised that any tax advice contained in this communication was not intended or written to be used, and cannot be used, by the recipient for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.