We collect nonpublic personal information about you from the following sources:
- Information we receive from you on tax preparation worksheets, applications and other documents we use in preparing your tax returns or other forms;
- Information about your transactions with us, our affiliates, or others; and
- Information we may receive from a consumer reporting agency.
We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law, or as requested by you.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard our nonpublic personal information.
Your confidence in us is important, and we want you to know that your personal information is safe. If you have any concerns about this, please contact us.