We collect nonpublic personal information about our clients from various sources, including the following:
- Information we receive from interviews regarding client tax situations.
- Information we receive (on applications, organizers, or by any other means) such as client names, addresses, telephone numbers, Social Security numbers, dependents, income and other tax-related information.
- Information from tax-related documents that we require from clients in order to process their tax returns (Forms W-2, 1099-R, 1099-INT, 1099-DIV, stock transactions, etc.).
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.
We restrict access to nonpublic personal information concerning our clients except to employees who need access to such information in order to provide products or services.
We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard all nonpublic personal information.