


Privacy Policy
Your non-public personal information is collected from various sources:
- Information received from you on tax organizers, worksheets,
client questionnaires, 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
behalf.
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.