Here is our Privacy Policy required by the Gramm-Leach-Bliley
Act of 1999.
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;
- Information we receive from a consumer-reporting agency.
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.
Online information is stored on secure servers located in CPA
Website Solutions SAS-70 certified datacenters.
If you have any questions about this policy, please do not
hesitate to contact us.