We collect nonpublic personal information about you from various sources, such as:
- Information we receive during the tax interview with you.
- Information provided on the tax organizer.
- Information from tax-related documents you provide that are required to process tax returns, such as W2s, 1099s, 1098s, etc.
Access to non-public personal information is restricted to our employees. We do not disclose any non-public personal information about our customer — past or present — to anyone, except as requested by our customers or as required by law.
We do not sell lists of our clients to anyone.
We maintain physical, electronic, and procedural safeguards to guard your non-public personal information.
Your records are secure with us.