Privacy Policy:

We collect nonpublic personal information about you from the following sources:

Information we receive from you on applications, tax organizers, worksheets and other documents;
Information about your transactions with us, our affiliates, or others;
Information you submit through our website, such as completing online forms and our Contact Us;

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.

Your security is crucial to us. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

If you have questions about this policy, please do not hesitate to contact us.