Privacy Policy
Your privacy is important to us.
We collect nonpublic information about you and your business from various sources including:
Interviews regarding your tax situation
Applications, organizers, emails or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income and other tax-related data.
Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-NEC, 1099-INT and 1099-DIV and stock transactions.
We do not disclose any nonpublic personal or business information about our clients or former clients to anyone, except as requested by our clients or as required by law.
We restrict access to such information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
If you have any questions about our privacy policy, contact our office at 201-343-7760.