The firm collects nonpublic personal information about you from the following sources:

 

*   Information we receive from you on applications, tax return organizers,      accounting records, other documents we use in preparing your tax return, or other forms;

*Information about your transactions with us or others; and

*Information we receive from a consumer-reporting agency.

 

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law.   If you request us to release information to a third party, such as a lender, you may be asked to make the request to us in writing.

 

If you decide to cease being a client, we will adhere to the privacy policies and practices as described in this notice.

 

We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you.  We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.

 

If you have any questions or concerns, please contact us.