Broker Check

Privacy Policy

We collect information necessary to complete work we are contracted for. 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 we receive from a consumer-reporting agency.

We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law or as requested by you in writing or in connection to your tax preparation as required by law.

We restrict access to non-public personal information about our clients to those employees who need to know that information to provide service to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information.