Privacy Policy

Attorneys, like other professionals who advise on personal financial matters, are required by federal law to inform their clients of their policies regarding privacy of client information. Attorneys have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by this new law. Therefore, we have always protected your right to privacy.

In the course of providing our clients with income tax, estate tax, and gift tax advice, we receive significant personal financial information from our clients. If you are a client of our firm, you should know that all information that we receive from you is held in confidence, and is not released to people outside the firm, except as agreed to by you, or as required under an applicable law.

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

Certain features on our site may request personally identifiable data from you (“Personal Information”), which may include your name, email address, company name, or other personal information such as your address, fax or telephone number. In addition, our web server automatically stores your IP address and your domain (where possible) when you log onto our site; the email addresses of those who communicate with us via email; and aggregate information about what pages on our site you visit or access.

We use the information you submit as described on our site, to respond to your request, or to otherwise help us in processing your request. For example, we may use the information you submit for business purposes, including, from time to time, using your email address to send you information about legal developments or client briefings or events in which we believe you may be interested, or to let you know when new briefings in your interest area(s) have been posted to the site. Personal Information is used by Stevens & Malone, PLLC to assist in serving you more effectively, to improve the content of our Web site, and to maintain emailing lists.

Stevens & Malone, PLLC is not in the business of sharing your Personal Information with third parties. In certain circumstances, however, we may share your information with third parties, including if we believe we are legally obligated to disclose information to the government or third parties, where we are working with a vendor or business associate who is performing functions on our behalf, or if we are jointly providing services with a business partner. In the unlikely event that Stevens & Malone, PLLC needs to investigate or resolve possible problems or inquiries, Stevens & Malone, PLLC may disclose any information about you to government officials as permitted by applicable law.