Account and Client Retention

The firm will not confirm or deny whether any named individual is a client over email or phone, and it will not discuss account details or release records through those channels. Both a confirmation and a denial disclose protected information to a person whose identity cannot be verified. Email addresses and phone numbers can be impersonated, and a caller's voice or a sender's name is not proof of identity. Because of this, the firm applies the same rule to every request, regardless of how legitimate it sounds. All account discussion and all records, including copies of tax returns, are available only through the secure client portal.