Act of 1999
We collect non-public personal information about you from the
• Information we receive from you on applications, tax
organizers, worksheets and other documents.
• Information about your transactions with us, our affiliates, or
• Information we receive from a consumer-reporting agency.
We do not disclose any nonpublic personal information
about our clients or former clients to anyone, except as
permitted by law
We restrict access to non-public 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 any questions about this policy, please do not hesitate
to contact us.