Your information,
held quietly.

Here’s how we protect your privacy:

• Your information is only shared with team members who need it to complete your requested work.
• We require your written permission before sharing any information with third parties (like mortgage lenders).
• While all communications are confidential, only non-criminal tax matters are legally protected from IRS authority.
• For matters requiring legal protection, we recommend consulting with an attorney.

If you have questions about how your information is handled, please contact us at kathleen@collettecpa.com or (603) 232-7436.