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  Privacy Policy
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Your privacy is important to us; therefore, we have adopted the following Privacy Policy to demonstrate our commitment to the protection of your privacy.

 

We collect nonpublic information abut you from various sources, including the following:

 

            Information we receive from our interviews with your regarding your tax situation;

 

            Information we receive from you on applications, organizers, forms or by other means, such as

            your  name, address, telephone number, Social Security Number, dependents, income and other tax

            related data;

 

            Information from tax-related documents you provide us that are required to process your tax

            returns, such as forms W-2, 1099R, 1099-INT, 1099 DIV,  Stock transactions, etc.

 

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as requested by them or as required by law.

 

We restrict access to nonpublic personal information about you, to those employees who need to know such information to provide products or services to your. 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.


 

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