We collect nonpublic personal information about you from various sources, including:
- Interviews regarding your tax 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.
- Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-SSA, 1099-INT, 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 nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
If you have questions or comments about this policy, please contact us at firstname.lastname@example.org