Privacy Policy

Text Messages OPT-IN

We will never text you first. We will use a verbal confirmation over the phone or in-person as consent to text a client. We will never text you to solicit your business.

Privacy Policy

As our client, your privacy is important to us; therefore, we have adopted the following Privacy Policy.

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

• Information we receive from interviews regarding your tax situation.
  
• Information we receive on applications, organizers, or by other means, such as your name, address, telephone number, social security number, dependents, income and other tax-related data;
  
• Information from tax-related documents you provide that are required to process tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions, etc.

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as requested by our customers or as required by law.

We restrict access to nonpublic personal information concerning you, except to employees who need access to such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.