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.
Dallas, Tax Preparer, Tax Services, Tax Professional, EA, Tax Return, 1040, 1120, 990
Privacy Policy
4518 Nashwood Ln
Dallas, Texas 75244

(972) 788-1524

info@strategictaxgroup.com
STRATEGIC
T
AX GROUP
Your Tax Professional
STG
Dallas, Tax Preparer, Tax Services, Tax Professional, EA, Tax Return, 1040, 1120, 990