Your privacy is important to us
We collect nonpublic personal information about you from various sources, including:
- Interviews regarding your tax situation
- Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
- Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099- INT and 1099-DIV, and stock transactions
We don’t share your personal information
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
How do we use your information
We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you.
Safeguarding you
We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
SMS Data
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
SMS data won’t be shared with anyone except our texting service provider.
I have additional questions
If you have any questions about our privacy policy, contact us at (513) 980-0829.