Privacy Policy

Here is my Privacy Policy:

Nonpublic personal information about you may be collected from the following sources:

• Information received from you on applications, tax organizers, worksheets and other documents;

• Information about your transactions with my firm, affiliates, or others;

• Information received from a consumer-reporting agency.

My firm does not disclose any nonpublic personal information about clients or former clients to anyone, except as permitted by law.

Access to nonpublic personal information about you is restricted to firm members who need to know that information in order for us to provide services to you. My firm maintains physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact me.