Privacy Policy

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We collect nonpublic personal information about our clients from various sources, including the following:

  • Information we receive from interviews regarding clients’ tax situations
  • Information we receive on applications, organizers, or by other means, such as name, address, telephone number, social security number, dependents, income, and other tax and financial related data
  • Information from tax related documents clients provide that are required to process tax returns such as forms W-2, 1099R, 1099-INT, and 1099-Div, and stock transactions, etc.


We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as request by our clients or as required by law. We restrict access to nonpublic personal information concerning our clients, except to our employees who need to have access to such information in order to provide products or services to our clients. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard our clients’ nonpublic personal information.