Your privacy is important to us.
Read the following privacy policy.
We collect nonpublic personal information about you 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 processing tax returns, such as Forms
W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions.
We do not disclose any nonpublic personal information about our clients or former clients to
anyone, except as requested by our clients or as required by law.
We restrict access to personal information concerning you (including Quickbooks passwords or
other account passwords provided to us), except to our employees who need such 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 personal information.
If you have any questions about our privacy policy, contact our office at 715-841-0428.
