Our Priority is providing the best services to you while maintaining high security on your information.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
We collect nonpublic personal information about you from the subsequent sources:
-Information we receive from you on applications, tax organizers, worksheets and other documents.
-Information we receive from a consumer-reporting agency.
-Information about your transactions with us, our partners, or others.
We confine access to nonpublic personal information about you to those members of our firm who need to know the information to supply services to you. We uphold physical, electronic, and procedural protections that fulfill federal regulations to guard your nonpublic personal information.
If you have any questions about this policy, please contact us.