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PRIVACY POLICY

YOUR INFORMATION
Your nonpublic personal information is collected from various sources:
• Information received from you on tax organizers, worksheets, client question­naires, applications and other financial documentation you provide;
• Information you provide during personal interviews and telephone conversations;
• Information about your transactions with the firm;
• Information received about you from con­sumer reporting agencies if background or credit checks are conducted on your behalf.

NON—DISCLOSURE
Your nonpublic personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return.
Upon closing your account, your nonpublic personal information will not be disclosed to any person or party.

SECURITY
Access to your information is restricted in a variety of ways:
• Only to those employees who have a need to know to provide products or services to you;
• Physical security, electronic security safe­guards and strict procedural measures consis­tent with federal standards are in place to pro­tect your nonpublic personal information.
Your privacy is important. Please trust that pro­tecting your information is equally important.
Please call if you have any questions.

Download a copy of our Privacy Policy here.

 

Division of Small Business Services, LLC
Since 1995