Our Privacy Policy

As a tax preparation firm, we are required to provide the following privacy policy in accordance with the Gramm-Leach-Bliley Act of 1999.

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.

If you would like to see a copy of our most recent Written Information Safety Plan (WISP) – or if you have any questions regarding this privacy policy – contact our Data Security Officer by emailing her at [email protected] with an email subject of “Current Written Information Security Plan”.