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We collect nonpublic information about you from the following sources:
- Information we receive from you on tax preparation worksheets, other documents we use in preparing your tax returns, or other forms:
- Information about your transactions with us or others; and
- Information we receive from discussions directly with you.
We do not disclose any nonpublic personal information about you to anyone, except as required by law, or as authorized by you.
If you decide to end your business relationship with us, or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.
We restrict access to your personal and account information to only those employees who need to know that information to provide services to you. We maintain safeguards that comply with federal standards to guard your nonpublic personal information.
Your confidence in us is important and we want you to know that your personal information is safe. If you have any questions or concerns, please contact us.
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