Privacy Policy
We value our clients, and their privacy is important to us. We collect nonpublic personal information about you from various sources, including the following:
· Information we receive from interviews regarding your tax situation
· Information we receive on organizers and other means, such as your name, address, telephone number, social security number, dependents, income
and other tax-related data; and
· Information from tax-related documents that you provide that are
required to process tax returns, such as W-2, 1099R, 1099-INT and 1099-DIV,
etc.
We DO NOT disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients in writing or as required by law.
We restrict access to nonpublic personal information concerning you, except to employees who need access to such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
If you have any questions about our privacy policy, please contact us.
· Information we receive from interviews regarding your tax situation
· Information we receive on organizers and other means, such as your name, address, telephone number, social security number, dependents, income
and other tax-related data; and
· Information from tax-related documents that you provide that are
required to process tax returns, such as W-2, 1099R, 1099-INT and 1099-DIV,
etc.
We DO NOT disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients in writing or as required by law.
We restrict access to nonpublic personal information concerning you, except to employees who need access to such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
If you have any questions about our privacy policy, please contact us.