As an accounting, bookkeeping and tax firm, we collect nonpublic personal information about you from some or all of the following sources:
- Information Received from You on Applications, Tax Worksheets, Organizers, & Schedules
- Personal Interviews, Meetings, & Conferences
- Information About Your Transactions with Others & with Us
- Information from Consumer Reporting Agencies
Additional Policy Details
We do not disclose any nonpublic personal information about our clients or former clients to any third parties, except as permitted by you or required by law. Additionally, we restrict access to nonpublic personal and account information about you to those of our employees or contractors who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. Please let us know if you have any questions about the above information, and thanks so much for the opportunity of serving you. We truly appreciate your patronage.