Your non-public personal information is collected from various sources:
- Information received from you on tax organizers, worksheets, client questionnaires, applications and other financial documentation you provide;
- Information you provide via personal interviews, telephone conversations, faxes and e-mail;
- Information about your transactions with the firm;
- Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf.
Your non-public personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return.
Upon closing your account, your non-public personal information will not be disclosed to any person or party unless required by law.
Please understand that IRS related confidentiality is limited to non-criminal tax advice. So while information you shared to provide tax services is held in strict confidence, it is not protected from the IRS by advisor-client privilege unless such consultations are with an attorney for legal advice.
Access to your information is restricted in a variety of ways:
- Only to those employees who have a need to know in order to provide products or services to you;
- Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your non-public personal information.
Your privacy is important. Please trust that protecting your information is equally important.
Please call if you have any questions or concerns.