Client privacy is important to us. We collect nonpublic personal information about you from various sources including:
- Interviews
- Questionnaires, organizers, intake forms, etc. that supply such information as your name, address, phone number, social security number, number of dependents, income, and other tax-related data
- Tax-related documents you provide that are required for processing tax returns such as Forms W-2, 1098 and 1099 series forms, and investment transactions.
We do not disclose any nonpublic personal information about current or former clients to anyone except as requested by our clients or as required by law.
We restrict access to personal information concerning you, except to our employees who need such information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
If you have any questions about our privacy policy, contact our office.