Privacy Policy

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 applications, organizers, 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 that are required to process tax returns, such as Forms W-2, 1099R, 1099-INT, 1099 DIV, and stock transactions, etc.

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 about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SAS-70 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact us.