Your non-public personal information is collected from various sources:
Information received from you on tax organizers, worksheets,
applications and other financial
documentation you provide;
Information you provide by personal interviews, telephone
conversions, faxes, and e-mails;
Information about your transactions with this firm;
Information received about you from consumer reporting
agencies if background or credit
checks are conducted on your
Your non-public person information is not disclosed to any person or party, except as required by
law or to facilitate filing your tax return.
If you decide to become an inactive customer, your non-public personal information will not be
disclosed to any person or party unless required by law.
Access to your information is restricted in a variety of ways:
Only to employees who have a need to know in order to provide
services to you;
Physical security, electronic security safeguards and strict
procedural measures consistent
with federal standards are in
place to protect your non-public personal information.
4518 Nashwood Ln
Dallas, Texas 75244
Your Tax Professional