Privacy Policy

As required by the Gramm-Leach-Biley Act of 1999, we restrict access to all nonpublic personal information about you to members of my office who need to know that information to provide services to you. We do collect nonpublic personal information about you from the following sources:

• Information we receive from you on tax preparation organizers, worksheets, Federal and State tax reporting forms, and from other documents we use in tax preparation or other financial and related services.
• Information about your transactions with us, our affiliates, and others.
• Information we may receive from outside agencies such as banks and brokerage houses.

We do not disclose any nonpublic personal information about our clients or former clients, except as permitted, required, or approved by you in writing as listed below:

• Requirements to comply with federal, state or local law.
• Requirements to comply with national, state or local licensing rules.
• Requirements to disclose information in response to legal subpoenas.
• Items you permit or request us to disclose, as authorized by you in writing.

We maintain physical, electronic, and procedural safeguards to guard your non-public personal information.

Please call my office if you have any questions.