Information we collect

Your privacy is important to us, and we are committed to protecting your nonpublic personal information (NPI). As required by the Gramm-Leach-Bliley Act, we adhere to strict data-sharing regulations. Please read the following privacy policy carefully.

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We collect nonpublic personal information about you and your household or business from various sources, including:

• Interviews and discussions: information obtained during interviews regarding your tax situation.

• Documentation: information from organizers or other documents that provide details such as your name, address, telephone number, Social Security number, number of dependents, income and other tax-related data.

• Tax-related documents: information from documents required for processing tax returns, such as Forms W-2, 1099R, 1099-INT, 1099-DIV and stock transactions.

• Electronic tools and applications: information collected, stored, reconciled, and compiled through electronic tools and applications.

• Additional documents: Any other documents you provide to assist in the preparation of your tax return.

Information Disclosure

We do not disclose any nonpublic personal information about our clients, prospective clients, or former clients to anyone, except as requested by our clients in writing or as required by law. When disclosure is required by law, any impacted client will be notified.

Security and Confidentiality

Use of information for marketing purposes

Client demographic information (name, address, e-mail, telephone, family structure, and basic financial data including AGI) may be used for marketing purposes. This data will only be used by internal employees to provide access and education on tax-related offerings and changes based on tax code changes. We do not share this information with external marketing agencies or third parties.

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Security and Confidentiality

We restrict access to your personal information to employees who need such information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your personal information. These safeguards include:

• Physical safeguards: Secure facilities and restricted access areas.

• Electronic safeguards: Secure servers, firewalls, and encryption protocols.

• Procedural safeguards: Policies and procedures designed to protect your information and ensure compliance with federal regulations.

Opt-Out option

You have the right to opt out of any information sharing that is not mandated by law. If you wish to opt out, please contact us in writing at the address or e-mail provided above.

Access to your Information

You have the right to access and review the information we collect and maintain about you. If you wish to access your information, please contact us in writing.

Questions and contact information

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If you have any questions about this privacy policy or need further information, please contact our president or one of our vice presidents prior to proceeding. You can reach us at the address provided above or by calling our office.

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Thank you for your trust and business.