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PRIVACY POLICY

We receive and collect nonpublic personal information from various forms and statements that you provide directly or instruct third parties to submit to us. These include originals or copies of documents such as W-2’s and 1099 forms which contain information necessary to prepare tax returns. This personal information will also include information given to us verbally or in writing such as Social Security numbers and birth dates.

No personal client information is ever disclosed to any person or organization except as required by law or as instructed by the client in writing.

Client information is not seen by anyone in our office except those who need the information in order to deliver the requested tax preparation services to the client.

We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard nonpublic personal information. When paper records are discarded, they are shredded to prevent disclosure of the contents.

When a client becomes inactive, this privacy policy will still apply to all of that client’s records.
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