Privacy Policy

 

It has always been our policy to keep all information we collect from you confidential from all sources. We restrict access to all nonpublic personal information about you to members of our company who need to know that information to provide services to you. We do collect nonpublic personal information about you from the following sources:

  • Information we receive from you on tax preparation organizers, worksheets, Federal and State tax reporting forms, and from other documents we use in tax preparation or related services.
  • Information about your transactions with us and others.
  • Information we may receive from outside agencies such as banks and brokerage houses. 
 

WE DO NOT DISCLOSE ANY NONPUBLIC PERSONAL INFORMATION ABOUT OUR CLIENTS OR FORMER CLIENTS, EXCEPT AS PERMITTED, REQUIRED OR APPROVED BY YOU IN WRITING AS LISTED BELOW:

  • Requirements to comply with federal, state, or local law.
  • Requirements to comply with national, state, or local licensing rules.
  • Requirements to disclose information in response to legal subpoenas.
  • Items you permit or request us to disclose, as authorized by you in writing with signature.
  • Information you authorize us to disclose by signing our engagement letter to electronically file your return.