Privacy

Privacy Policy

We collect information we receive from you on applications, tax organizers, worksheets and other items you provide.

We do not disclose any nonpublic personal information about our customers or former customers to anyone unless required to by law. On very rare occasions we may have to send a tax return to our software provider, Softax, Inc., to resolve a software issue.

We do not give out any of your information for solicitation by others.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information in order to provide services to you. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information.