Privacy Policy
Information Collection
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, tax organizers, worksheets and other documents;
- Information about your transactions with us, our affiliates, or others;
- 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 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.
Data Protection
We use industry-standard security measures to safeguard your data and prevent unauthorized access to your personal and financial information.
Information Sharing
We do not share your personal information with third parties, except as required to provide our services or comply with legal obligations.
Cookie Policy
Our website uses cookies to enhance user experience and track website traffic, but we do not use cookies for collecting personal information.
Data Retention
We retain your information only for as long as necessary to fulfill the purposes for which it was collected or as required by law.