Privacy Policy

In the process of working with you we collect nonpublic personal information about you from a variety of sources, including information we receive from:

  • Speaking with you about your tax situation
  • Applications, organizers, and by other means which may include your name, address, telephone number, social security number, dependents, income and other tax-related data
  • Tax-related documents you provide in order to process tax returns including W-2’s, 1099R, 1099-INT, 1099-DIV and other documents

We do not disclose any nonpublic information on any client or former client to anyone, except as requested by the client or as required by law. Nonpublic information concerning you is restricted except to our staff who need access to such information in order to provide services for you.