According to the Gramm Bliley Act of October 1999, we have to disclose the information we collect from you to required agencies when requested.
We collect nonpublic personal information about you from various sources, including the following:
- Information we receive from our interviews with you regarding your tax situation;
- Information we receive from you on applications, organizers, or by other means, such as your name, address, telephone number, Social Security Number, dependents, income, and other tax related data;
- Information from tax-related documents you provide us that are required to process your tax return, such as Forms W-2, 1099R, 1099-INT, 1099-DIV, stock transactions, etc.
We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as requested by them or as required by law.
We restrict access to nonpublic personal information about you, to those employees who need to know such information to service to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.