We collect nonpublic personal information about you from the following sources:
- The information we receive from you on applications, tax organizers, worksheets, and other documentation
- Your transactions with us
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as required by law.
We restrict access to nonpublic personal information to the members of our firm that require access to the information in order to provide services to you. We maintain and annually review physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.