Privacy Policy

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Your privacy is important to us. Please read the following:

We collect nonpublic personal/proprietary information about you and/or your business from various sources, including:
▪ Interviews regarding your tax / business situation
▪ Applications, 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

▪ Business EIN/TIN, proprietary information such as customer/vendor lists, sales figures, creditors, banking information, etc
▪ Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099-R, 1099-INT, 1099-

  DIV and stock transactions

▪ Business transaction information necessary for preparing your business books

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.

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If you have any questions about our privacy policy, contact our office at (951)977-8498.