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Privacy Policy

Our Privacy Policy as required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

Information we receive from you on applications, tax organizers, worksheets and other documentsInformation about your transactions with us, our affiliates, or others Information we receive from a consumer-reporting agency We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

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 your nonpublic personal information. If you have any questions about this policy, please do not hesitate to contact us.

IRS Circular 230

UNDER U.S. TREASURY REGULATIONS, WE ARE REQUIRED TO INFORM YOU THAT ANY TAX ADVICE CONTAINED IN THIS COMMUNICATION (INCLUDING ANY ATTACHMENT) IS NOT INTENDED TO BE USED, AND CANNOT BE USED, TO AVOID PENALTIES IMPOSED UNDER THE INTERNAL REVENUE CODE.

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The information in this e-mail and attachments, if any, may be confidential, privileged and protected from disclosure under applicable laws. It is intended for the use of only the individual to whom it is addressed. If the reader of this message is not the intended recipient, notice is hereby given that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this in error, please notify us immediately. Thank you for your cooperation.