Privacy Policy

  • Your privacy is important to us.

    We collect nonpublic personal information about you from various sources including:

    - Interview regarding your tax situation

    - Tax related documents that are required to process your tax returns

    - Applications, organizers, or other documents that supply your name, address, and other personal data

  • We do not disclose any information

    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 personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.