Our Privacy Policy

We value the privacy of our Clients.
Please read our privacy policy below.

We collect nonpublic personal information about our clients from various sources, including the following:

  • Information we receive from interviews regarding clients' tax situations
  • Information we receive on application, organizers, or by other means, such as client names, addresses, telephone numbers, Social Security Numbers, dependents, income, and other tax-related data.
  • Information from tax-related documents that we require from clients in order to process their tax returns (Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions, etc.)

In accordance with Federal Laws we do not disclose any nonpublic personal information about our clients or former clients to anyone except as requested by our clients or as required by law.

We restrict access to nonpublic personal information concerning our clients except to employees who need access to such information in order to provide products or services.

We maintain "State of the Art" physical, electronic, and procedural safeguards that comply with Federal Regulations to guard all nonpublic personal information.

For questions about our privacy policy, please contact us.


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