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Privacy Policy

We value our clients, and their privacy is important to us. Please read our privacy policy below.

We collect non-public personal information about our clients from various sources, including the following:

* Information we receive from interview regarding clients' tax situations.

* Information we receive on applications, organizers, or by other means, such as client names, addresses, telephone numbers, Social Security Numbers, dependents, income, and other tax-related date.

* Information from tax-related documents that we require from clients in order to process their tax returns (Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions, etc.)

We do not disclose any non-public 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 non-public personal information concerning our clients except to employees who need access to such information in order to provide products or services. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard all non-public personal information.

For questions about our privacy policy, please contact us.