We collect nonpublic personal information about you from the following sources:
Information we receive from you on applications, tax organizers, worksheets and
Information about your transactions with us, our affiliates, or others;
- Information we receive from a consumer-reporting agency.
We do not disclose any nonpublic personal information about our clients or former
clients to anyone, except as permitted by law.
We restrict access to nonpublic personal information about you to those members
of our firm who need to know that information to provide services to you. We maintain
physical, electronic, and procedural safeguards that comply with federal regulations
to guard your nonpublic personal information.
Online information is stored on secure servers located in
CPA Website Solutions SAS-70 certified datacenters.
If you have any questions about this policy, please do not hesitate to contact us.