Privacy Policy
This 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, contact forms, and other documents;
Information about your transactions with us, our affiliates, or others;
Information we may receive from a consumer-reporting agency, when applicable.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law.
We restrict access to nonpublic personal information about you to those members of our firm who need the information in order to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with applicable federal regulations to protect your nonpublic personal information.
Online information may be stored on secure servers provided by reputable website hosting and service providers that implement appropriate security controls.
If you have any questions about this policy, please do not hesitate to contact us through the information provided on our website.
