This firm collects nonpublic personal information about you from the following sources:
Information received from you on applications, tax organizers, worksheets and other documents;
Information about your transactions with this office, any affiliates, or others;
- Information received from a consumer-reporting agency.
This firm does not disclose any nonpublic personal information about any client or former client to anyone, except as permitted by law.
Access to nonpublic personal information about you is restricted to those members of the firm who need to know that information to provide services to you. This firm maintains physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.
If you have any questions about this policy, please do not hesitate to contact us.