Privacy

We value you as our client, and your privacy is important to us. Please read our privacy policy below.

We collect nonpublic personal information about you from various sources, including but not limited to 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; and

* Information from tax-related documents you provide to us that are required to process tax returns, such as Forms W-2, 1099R, 1099-INT and 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 all nonpublic personal information concerning you.  We do not disclose your information to anyone except to employees or other contracted parties, such as tax software or other electronic services vendors, who need access to your information in order to provide the products or services you have requested.  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.