Our Privacy Policy

We will not disclose any personal information about you to anyone, except as required by law. In order to properly prepare your tax returns we may collect information about you from one or more of the following sources: information we receive from you on questionnaires, tax organizers, worksheets, and other documents; information about your transactions with us or others; and, information we may receive from an outside source or agency. We will restrict access to personal information about you to those members of our firm who need to know that information to provide services to you. We will maintain physical, electronic, and procedural safeguards that comply with Federal regulations to guard your personal information.