Your privacy is important to us. Please review the following privacy policy.
We collect nonpublic personal information about you from various sources, including:
- Interviews with you regarding your tax situation
- Applications you complete, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
- Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
We restrict access to personal information concerning you, except to our employees who need 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 personal information.
No mobile information will be shared with third parties for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data consent; this information will not be shared with any third parties.