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Privacy Policy

Confidentiality:  Financial institutions are required by federal law to inform their customers of their policies regarding privacy of customer information. The Federal Trade Commission has taken the position that attorneys and law firms who provide certain services to individual clients may be “financial institutions” subject to these requirements. Our attorneys and our firm have been and continue to be bound by professional standards of confidentiality that are more stringent than those required by this law. You should be assured that nothing in this law diminishes our professional obligation to maintain the confidentiality of information provided to us by our clients, or changes our policies or procedures in place to protect such confidentiality.

Client Information:  In the course of providing our clients with income tax, estate tax, and gift tax advice and other services, we receive nonpublic personal financial information and other confidential information about our clients. This information is provided to us by our clients or obtained by us from others with our clients’ authorization. If you are a client or former client of Roberts & Stevens, P.A., you should know that all such information is held in confidence and is not released to people outside the firm, except as agreed to by you or as required under applicable law. Because all of our partners and employees may have access to some or all of this information, all of our personnel are subject to these confidentiality requirements.

Records Retention:  We retain records relating to professional services that we provide so that we are better able to assist you with your legal 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.

Google Analytics:  This site uses Google Analytics, which may utilize Cookies.  This page provides details on how Google Analytics and Cookies are used.

Embedded Content from Other Websites:  Articles on this site may include embedded content (e.g., videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website. These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracing your interaction with the embedded content if you have an account and are logged in to that website.

Update Regarding COVID-19

To our clients, colleagues, and friends: The safety and well-being of our community is our highest priority. Like many of you, we are closely monitoring the outbreak of the coronavirus (COVID-19) and the impact it is having on everyone in our community and around the world. As the level of concern surrounding the virus heightens, we feel a strong responsibility to minimize any potential risk within the community. To that end, we are following guidelines recommended by the CDC – from implementing and maintaining diligent sanitation and custodial practices to minimizing person-to-person contact – while ensuring that all of your legal needs continue to be met with the same client service you are accustomed to receiving from Roberts & Stevens. At this time, our offices remain open, with many of us connected remotely. However, in support of social distancing, we are asking clients, if at all possible, to schedule phone conferences instead of coming to the office. Thank you for your support and cooperation. Let us know if you need us. We are here.