I collect nonpublic personal information about you that is provided by you or obtained by me with your authorization. This information may come from various sources, including information I receive from personal interviews, tax organizers, worksheets and other documents necessary to provide professional services to you.
I do not disclose any nonpublic personal information about my clients or former clients to anyone, except as permitted or required by law, or when necessary to process transactions requested by a client. For example, if mortgage lenders or other third parties contact me requesting information about your tax return, I am prohibited from providing this information unless I have signed written permission from you.
In addition, please be assured that your personal, financial, and tax data will not be shared with anyone that you refer to me. It is my policy to keep your personal and business matters confidential to the extent permitted by law.
My firm will retain copies of the records relating to the professional services that I have provided to you in electronic and paper format in accordance with required accounting and government standards. I employ physical, electronic, and procedural security safeguards to protect your nonpublic personal information.
Your confidence and trust are important to me. If you have any questions or concerns regarding the privacy of your nonpublic personal information, please contact me.