Your privacy is very important to us.  The following is our privacy policy.

We collect nonpublic personal information about you from various sources, including:
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• Interviews regarding your tax situation
• Applications, organizers, 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-INT and 1099-DIV, and stock transactions
• Online account logins that you provide to us

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
We restrict access to personal information concerning you, except to our employees and/or contractors 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 would like us to discuss or disclose your information to a third party, we will ask you to review and sign a statement in compliance with Internal Revenue Code §6103, Confidentiality and Disclosure of Returns and Return Information.  We will not discuss or disclose your information unless we have received the signed statement from you.

If you have any concerns about our privacy policy, please feel free to contact us.