We collect non-public personal information about you from the following sources:
Information we receive from you on applications, tax preparation worksheets, and other documents we use in preparing your tax return, or legal documents
Information about your transactions with us or others
Information we receive from a consumer reporting agency
We do not disclose any non-public personal information about you to anyone, except as permitted by law.
If you decide to terminate your client relationship with us, we will adhere to the privacy policies and practices as described in this notice.
We restrict access to your personal and account information to those employees who need to know that information to provide services to you.
We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
Your confidence in us is important and we want you to know that your personal information is safe. If you have any questions or concerns, please contact us.