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Privacy Policy

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As our client, your privacy is of the utmost importance to us. In accordance with this commitment, we have established the following Privacy Policy.

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Information We Collect

We collect nonpublic personal information from a variety of sources, including but not limited to:

  • Information obtained through interviews or consultations regarding your tax situation.

  • Information provided on applications, organizers, or through other means, such as your name, address, telephone number, Social Security number, dependent information, income details, and other tax-related data.

  • Information contained in tax documents you provide that are necessary for the preparation and processing of tax returns, including but not limited to Forms W-2, 1099-R, 1099-INT, 1099-DIV, stock transaction records, and similar documents.

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​​Information Sharing and Disclosure

We do not disclose any nonpublic personal information about our current or former clients to third parties, except when authorized by the client or as required by law. We do not sell or share mobile information (including phone numbers and SMS opt-in consent) with third parties or affiliates for marketing or promotional purposes.

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Information Security

Access to nonpublic personal information is restricted to employees who require such access in order to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with applicable federal regulations to protect your personal information.

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SMS Communications

No mobile information will be shared with or sold to third parties or affiliates for marketing or promotional purposes. We may share limited information with service providers solely to help deliver SMS communications (for example, messaging platform providers, telecommunications carriers, and vendors involved in message delivery). These providers may use such information only to perform services for us and must protect it. All other categories of data sharing exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

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Questions

If you have any questions regarding this Privacy Policy, please contact our office for further assistance.

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