PRIVACY POLICY

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Our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999 is as follows:

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We collect nonpublic personal information about you from the following sources:

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

• Information about your transactions with us, our affiliates, or others.

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We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

 

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

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All third-party requests (e.g., from a CPA, financial institution, etc.) for client information MUST be approved by our firm AND the by client in writing. All client information provided to us online is stored on a secure server hosted by Intuit and enforced by Three-Factor Authentication at the client’s discretion. 

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