Privacy Policy

Here is my Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

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

• Information I receive from you on applications, tax organizers, worksheets and other documents;

• Information about your transactions with me, my affiliates, or others;

• Information I receive from a consumer-reporting agency.

I do not disclose any nonpublic personal information about my clients or former clients to anyone, except as permitted by law.

I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SAS-70 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact me.