Privacy Policy

                                                                       PRIVACY POLICY


We collect nonpublic personal/business information about your situation from various sources, including: Interviews regarding your tax situation, applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data. Tax-related documents you provide that are required for the processing and submission of financial statements, as well as tax returns are collected and are held with the highest of securities to protect your information. 


We do not disclose any nonpublic personal/business information about our clients or former clients to anyone, except as requested by our clients, the IRS, the various State Departments of Revenue, or as required by law.


We restrict access to personal information concerning you, except to our co-workers who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with all Federal/State regulations to guard your personal information. We use your personal information only for providing the tax services as stated and agreed to in the Service Agreement.


Any questions about our privacy policy, please contact us toll free at (888) 522-8253.