US INCOME TAX PREPARATION

As required by the Gramm-Leach-Bliley Act of 1999, please be aware of the privacy policy of this firm.

Your nonpublic personal information about you is collected form various sources:

Information we receive from you on applications, tax preparation organizers, worksheets, client questionnaires and other documents you provide.
Information you provide during personal interviews, telephone, email and chat conversations.
Information about your transactions with us.
Information we receive from others on your behalf.

NON-DISCLOSURE

Your nonpublic personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return. Upon closing your account, your nonpublic personal information will not be disclosed to any person or party.

SECURITY

Access to you information is restricted in a variety of ways:

Only to those employees who have a need to know to provide products or services to you.
Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your nonpublic personal information.

Your privacy is important. Please trust that protecting your information is equally important. Please call if you have any questions.