PRIVACY POLICY
Information We Collect
We collect nonpublic personal information about you from the following sources:
• Details you provide on applications, tax organizers, worksheets, and other documents.
• Information regarding your transactions with us, our affiliates, or other parties.
• Data obtained from consumer-reporting agencies.
• Information obtained from messages sent on our website.
Information Sharing
We do not share nonpublic personal information about our current or former clients with anyone, except as permitted by law.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All of the above categories exclude text messaging originator opt-in data and consent: this information will not be shared with any third parties.
Information Security
Access to your nonpublic personal information is limited to members of our firm who require it to provide services to you. We implement physical, electronic, and procedural safeguards that meet federal standards to ensure the security of your information.
Online Security
All online information is stored on secure servers.