Privacy Policy

We collect nonpublic personal information about you from the following sources:

• lnformation we receive from you on applications, tax organizers, worksheets and other documents;
• lnformation about your transactions with us, our affiliates, or others;
• Information we receive from a consumer- reporting agency.

We do not disclose or sell personal information.

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.