Here is my Privacy Policy required by the Gramm-Leach-Bliley Act of
1999.
I may collect nonpublic personal information about you from the following sources:
-
Information I receive from you on tax organizers, worksheets and other
documents;
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Information about your transactions with you.
I do not disclose any nonpublic personal information about my clients or former clients to anyone,
except as permitted by law.
I restrict access to nonpublic personal information about you to those who need to know
that information to provide services to you. I maintain physical, electronic, and procedural safeguards that comply
with federal regulations to guard your nonpublic personal information.
Online information is stored on secure servers located in CPA Website Solutions SAS-70 certified datacenters.
If you have any questions about this policy, please do not hesitate to contact me.
