Privacy and Security

Our Privacy and Security Policy

Last updated January 12, 2022

We understand the importance of your privacy. Miriam is required to maintain professional standards of security and confidentiality. Therefore, we implement every measure available to maintain the security and confidentiality of your personal and financial information, both online and on paper. Your information is disclosed to others ONLY either with your authorization or as required by law.


This website does not collect or use your personal information, with the following exceptions. Please refer to each company’s policy for further information.

Appointment scheduling with Acuity by Squarespace

Secure document exchange via Intuit Link, and secure e-file transmission to the IRS via Intuit ProSeries

Payment via PayPal, Venmo, and Square

By using these services, you authorize these third parties to collect and use your data as outlined in their individual policies. We select services designed to assure the safety of your data, and the vendors are solely responsible for the security of their processing.

We may also use website analytic services from third-party sources. Such data as they collect is used solely in the aggregate (not focused on individuals) as a means to track our web presence.


Your information is protected in the office as well. Your paperwork is kept in a locked file, and is never out on display when other guests are present. Access to the computer is secured with dedicated internet service, protective software, and multi-factor authentication. The office is always locked when Miriam is not there.

Miriam uses your personal information to provide services to you, including important communications. That’s it. She may consult others about your tax or financial situation without using language that would identify you, but she does not disclose identifying information about you to any third party without your prior authorization, except as required by law.


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